Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$64.1K Hold
1,668
﹤0.01% 315
2025
Q1
$64.6K Sell
1,668
-510
-23% -$19.8K ﹤0.01% 301
2024
Q4
$73.7K Buy
2,178
+510
+31% +$17.2K ﹤0.01% 285
2024
Q3
$68.2K Hold
1,668
﹤0.01% 283
2024
Q2
$64.2K Hold
1,668
﹤0.01% 289
2024
Q1
$71.5K Hold
1,668
﹤0.01% 270
2023
Q4
$61.8K Buy
1,668
+1,108
+198% +$41.1K ﹤0.01% 283
2023
Q3
$20.3K Hold
560
﹤0.01% 322
2023
Q2
$20K Sell
560
-253
-31% -$9.02K ﹤0.01% 323
2023
Q1
$28.9K Hold
813
﹤0.01% 322
2022
Q4
$28.6K Hold
813
﹤0.01% 309
2022
Q3
$24K Sell
813
-1
-0.1% -$30 ﹤0.01% 303
2022
Q2
$44K Hold
814
﹤0.01% 279
2022
Q1
$44K Hold
814
﹤0.01% 285
2021
Q4
$45K Hold
814
﹤0.01% 311
2021
Q3
$39K Hold
814
﹤0.01% 327
2021
Q2
$40K Hold
814
﹤0.01% 287
2021
Q1
$36K Sell
814
-830
-50% -$36.7K ﹤0.01% 290
2020
Q4
$76K Hold
1,644
﹤0.01% 224
2020
Q3
$77K Hold
1,644
﹤0.01% 217
2020
Q2
$84K Buy
+1,644
New +$84K 0.01% 209