Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.7K Buy
+467
New +$16.7K 0.01% 183
2025
Q1
Sell
-1,000
Closed -$37.5K 209
2024
Q4
$37.5K Sell
1,000
-470
-32% -$17.6K 0.03% 145
2024
Q3
$61.4K Hold
1,470
0.04% 141
2024
Q2
$57.6K Buy
1,470
+160
+12% +$6.27K 0.04% 140
2024
Q1
$56.8K Buy
1,310
+80
+7% +$3.47K 0.04% 142
2023
Q4
$53.9K Buy
+1,230
New +$53.9K 0.04% 139
2022
Q1
Hold
0
209
2021
Q4
Sell
-1,509
Closed -$84K 194
2021
Q3
$84K Hold
1,509
0.05% 108
2021
Q2
$86K Hold
1,509
0.05% 113
2021
Q1
$82K Hold
1,509
0.05% 123
2020
Q4
$79K Buy
+1,509
New +$79K 0.05% 117