Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,000
Closed -$30.1K 270
2025
Q1
$30.1K Hold
3,000
0.01% 148
2024
Q4
$29.7K Hold
3,000
0.01% 147
2024
Q3
$31.7K Hold
3,000
0.01% 143
2024
Q2
$37.6K Hold
3,000
0.01% 134
2024
Q1
$39.8K Hold
3,000
0.01% 138
2023
Q4
$36.6K Hold
3,000
0.01% 140
2023
Q3
$37.3K Hold
3,000
0.02% 133
2023
Q2
$37.8K Hold
3,000
0.02% 127
2023
Q1
$38K Hold
3,000
0.02% 127
2022
Q4
$35K Hold
3,000
0.02% 133
2022
Q3
$34K Hold
3,000
0.04% 136
2022
Q2
$33K Buy
+3,000
New +$33K 0.04% 135