Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.99K Sell
37
-7
-16% -$565 ﹤0.01% 1012
2025
Q1
$3.59K Buy
+44
New +$3.59K ﹤0.01% 1052
2023
Q3
Sell
-1,828
Closed -$87.2K 685
2023
Q2
$87.2K Hold
1,828
0.01% 305
2023
Q1
$72.3K Hold
1,828
0.01% 341
2022
Q4
$75K Sell
1,828
-110
-6% -$4.51K 0.01% 356
2022
Q3
$75K Hold
1,938
0.01% 343
2022
Q2
$66K Hold
1,938
0.01% 367
2022
Q1
$61K Hold
1,938
﹤0.01% 414
2021
Q4
$48K Buy
1,938
+110
+6% +$2.72K ﹤0.01% 405
2021
Q3
$46K Sell
1,828
-100
-5% -$2.52K ﹤0.01% 365
2021
Q2
$55K Hold
1,928
﹤0.01% 290
2021
Q1
$54K Hold
1,928
0.01% 285
2020
Q4
$44K Hold
1,928
﹤0.01% 283
2020
Q3
$33K Buy
+1,928
New +$33K ﹤0.01% 292