Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-519
Closed -$10K 986
2025
Q1
$10K Buy
519
+75
+17% +$1.45K ﹤0.01% 900
2024
Q4
$9.41K Hold
444
﹤0.01% 940
2024
Q3
$8.88K Hold
444
﹤0.01% 1022
2024
Q2
$8.29K Buy
444
+81
+22% +$1.51K ﹤0.01% 1014
2024
Q1
$8.02K Buy
363
+164
+82% +$3.62K ﹤0.01% 1045
2023
Q4
$4.45K Buy
199
+148
+290% +$3.31K ﹤0.01% 1093
2023
Q3
$1.1K Hold
51
﹤0.01% 1238
2023
Q2
$1.41K Hold
51
﹤0.01% 1215
2023
Q1
$1.65K Hold
51
﹤0.01% 1189
2022
Q4
$1.78K Buy
+51
New +$1.78K ﹤0.01% 1166