Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-999
Closed -$68.9K 277
2025
Q1
$68.9K Hold
999
0.02% 198
2024
Q4
$61.5K Hold
999
0.02% 242
2024
Q3
$61.9K Hold
999
0.02% 245
2024
Q2
$52.9K Buy
999
+499
+100% +$26.4K 0.02% 253
2024
Q1
$26.7K Sell
500
-499
-50% -$26.6K 0.01% 341
2023
Q4
$52.1K Hold
999
0.02% 255
2023
Q3
$50.6K Buy
999
+499
+100% +$25.3K 0.02% 247
2023
Q2
$29.2K Hold
500
0.01% 325
2023
Q1
$30.6K Hold
500
0.01% 284
2022
Q4
$31.5K Hold
500
0.02% 268
2022
Q3
$30K Hold
500
0.02% 281
2022
Q2
$33K Hold
500
0.02% 294
2022
Q1
$34K Hold
500
0.01% 299
2021
Q4
$34K Hold
500
0.01% 315
2021
Q3
$31K Buy
+500
New +$31K 0.01% 329