Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-179
Closed -$15K 663
2025
Q1
$15K Hold
179
﹤0.01% 823
2024
Q4
$15.1K Sell
179
-56
-24% -$4.73K ﹤0.01% 852
2024
Q3
$20.6K Hold
235
﹤0.01% 880
2024
Q2
$18.6K Buy
235
+56
+31% +$4.44K ﹤0.01% 865
2024
Q1
$16.7K Hold
179
﹤0.01% 923
2023
Q4
$15.5K Hold
179
﹤0.01% 891
2023
Q3
$13.1K Hold
179
﹤0.01% 878
2023
Q2
$15.5K Hold
179
﹤0.01% 835
2023
Q1
$13.1K Hold
179
﹤0.01% 868
2022
Q4
$12K Buy
179
+8
+5% +$538 ﹤0.01% 860
2022
Q3
$10K Hold
171
﹤0.01% 861
2022
Q2
$10K Hold
171
﹤0.01% 825
2022
Q1
$12K Hold
171
﹤0.01% 873
2021
Q4
$14K Buy
+171
New +$14K ﹤0.01% 775