Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.2K Hold
744
﹤0.01% 208
2025
Q1
$9.26K Sell
744
-1,000
-57% -$12.5K ﹤0.01% 217
2024
Q4
$23.2K Hold
1,744
0.01% 166
2024
Q3
$19.6K Hold
1,744
0.01% 178
2024
Q2
$23.4K Hold
1,744
0.01% 159
2024
Q1
$19.1K Hold
1,744
0.01% 173
2023
Q4
$40.9K Hold
1,744
0.01% 134
2023
Q3
$42.3K Buy
1,744
+200
+13% +$4.86K 0.02% 123
2023
Q2
$23.9K Hold
1,544
0.01% 146
2023
Q1
$24K Buy
1,544
+200
+15% +$3.11K 0.01% 147
2022
Q4
$25K Hold
1,344
0.01% 145
2022
Q3
$44K Buy
1,344
+144
+12% +$4.71K 0.06% 123
2022
Q2
$31K Buy
1,200
+1,000
+500% +$25.8K 0.04% 143
2022
Q1
$10K Sell
200
-800
-80% -$40K 0.01% 219
2021
Q4
$104K Buy
+1,000
New +$104K 0.12% 94