Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37.8K Sell
200
-2
-1% -$378 ﹤0.01% 1300
2025
Q1
$47.4K Sell
202
-1
-0.5% -$234 ﹤0.01% 1304
2024
Q4
$79.9K Buy
+203
New +$79.9K ﹤0.01% 1115
2024
Q2
Hold
0
2365
2024
Q1
Hold
0
2382
2023
Q4
Hold
0
2452
2023
Q3
Hold
0
2451
2023
Q2
Hold
0
2511
2023
Q1
Hold
0
2576
2022
Q4
Hold
0
2386
2022
Q3
Hold
0
2525
2022
Q2
Sell
-130
Closed -$42K 2807
2022
Q1
$42K Sell
130
-189
-59% -$61.1K ﹤0.01% 1514
2021
Q4
$171K Buy
319
+234
+275% +$125K ﹤0.01% 1161
2021
Q3
$57K Buy
85
+4
+5% +$2.68K ﹤0.01% 1419
2021
Q2
$55K Buy
81
+7
+9% +$4.75K ﹤0.01% 1446
2021
Q1
$14K Buy
+74
New +$14K ﹤0.01% 2306