Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$280 Hold
25
﹤0.01% 1470
2025
Q1
$230 Hold
25
﹤0.01% 1432
2024
Q4
$197 Sell
25
-181
-88% -$1.43K ﹤0.01% 1112
2024
Q3
$2.58K Sell
206
-74
-26% -$927 ﹤0.01% 1114
2024
Q2
$1.68K Sell
280
-25
-8% -$150 ﹤0.01% 1131
2024
Q1
$2.03K Sell
305
-106
-26% -$705 ﹤0.01% 1141
2023
Q4
$4.24K Sell
411
-1,196
-74% -$12.3K ﹤0.01% 394
2023
Q3
$11.3K Buy
1,607
+12
+0.8% +$84 0.01% 305
2023
Q2
$19.8K Hold
1,595
0.02% 239
2023
Q1
$14.5K Hold
1,595
0.01% 304
2022
Q4
$6.76K Buy
1,595
+1,000
+168% +$4.24K 0.01% 407
2022
Q3
$3K Sell
595
-22
-4% -$111 ﹤0.01% 507
2022
Q2
$5K Buy
617
+53
+9% +$429 0.01% 446
2022
Q1
$10K Hold
564
0.01% 331
2021
Q4
$21.7K Buy
+564
New +$21.7K 0.02% 239