Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-170
Closed -$39.7K 694
2025
Q1
$39.7K Hold
170
0.01% 268
2024
Q4
$43.9K Hold
170
0.01% 294
2024
Q3
$41.6K Hold
170
0.01% 299
2024
Q2
$38K Buy
+170
New +$38K 0.01% 293
2024
Q1
Sell
-150
Closed -$41.4K 860
2023
Q4
$41.4K Hold
150
0.02% 288
2023
Q3
$32.2K Hold
150
0.01% 312
2023
Q2
$33.9K Hold
150
0.01% 301
2023
Q1
$31K Hold
150
0.02% 281
2022
Q4
$25.1K Hold
150
0.01% 293
2022
Q3
$23K Hold
150
0.01% 316
2022
Q2
$21K Buy
+150
New +$21K 0.01% 351
2022
Q1
Sell
-150
Closed -$41K 812
2021
Q4
$41K Hold
150
0.02% 299
2021
Q3
$37K Buy
+150
New +$37K 0.02% 313