Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$82K Sell
998
-51
-5% -$4.19K 0.01% 207
2025
Q1
$104K Hold
1,049
0.01% 176
2024
Q4
$105K Hold
1,049
0.01% 170
2024
Q3
$95.6K Buy
1,049
+64
+6% +$5.83K 0.01% 194
2024
Q2
$80.3K Sell
985
-275
-22% -$22.4K 0.01% 215
2024
Q1
$101K Hold
1,260
0.01% 252
2023
Q4
$79.9K Hold
1,260
0.01% 248
2023
Q3
$79.9K Buy
+1,260
New +$79.9K 0.01% 248
2020
Q2
Sell
-1,182
Closed -$26K 170
2020
Q1
$26K Hold
1,182
0.01% 126
2019
Q4
$89K Hold
1,182
0.02% 83
2019
Q3
$87K Hold
1,182
0.02% 70
2019
Q2
$81K Hold
1,182
0.02% 67
2019
Q1
$83K Hold
1,182
0.02% 63
2018
Q4
$64K Buy
+1,182
New +$64K 0.01% 70