Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-531
Closed -$24.1K 1553
2024
Q4
$24.1K Hold
531
0.01% 534
2024
Q3
$25.2K Buy
531
+3
+0.6% +$142 0.01% 520
2024
Q2
$24.2K Buy
528
+6
+1% +$275 0.01% 494
2024
Q1
$22.6K Buy
+522
New +$22.6K 0.01% 570
2023
Q2
Sell
-55
Closed -$1.78K 776
2023
Q1
$1.78K Hold
55
﹤0.01% 589
2022
Q4
$1.52K Hold
55
﹤0.01% 601
2022
Q3
$1K Hold
55
﹤0.01% 664
2022
Q2
$1K Buy
55
+1
+2% +$18 ﹤0.01% 663
2022
Q1
$2K Hold
54
﹤0.01% 552
2021
Q4
$1.75K Buy
+54
New +$1.75K ﹤0.01% 550