Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.44K Hold
560
﹤0.01% 569
2025
Q1
$5.59K Sell
560
-3,688
-87% -$36.8K ﹤0.01% 592
2024
Q4
$37.7K Buy
4,248
+248
+6% +$2.2K ﹤0.01% 358
2024
Q3
$46.7K Hold
4,000
﹤0.01% 326
2024
Q2
$44.7K Hold
4,000
﹤0.01% 332
2024
Q1
$48.8K Hold
4,000
﹤0.01% 306
2023
Q4
$63.4K Hold
4,000
﹤0.01% 282
2023
Q3
$53.6K Hold
4,000
﹤0.01% 269
2023
Q2
$53.7K Hold
4,000
﹤0.01% 269
2023
Q1
$63.1K Hold
4,000
﹤0.01% 273
2022
Q4
$67.9K Hold
4,000
﹤0.01% 254
2022
Q3
$53K Hold
4,000
﹤0.01% 258
2022
Q2
$59K Hold
4,000
﹤0.01% 253
2022
Q1
$80K Hold
4,000
﹤0.01% 245
2021
Q4
$56K Hold
4,000
﹤0.01% 302
2021
Q3
$56K Hold
4,000
﹤0.01% 295
2021
Q2
$91K Hold
4,000
﹤0.01% 232
2021
Q1
$70K Buy
+4,000
New +$70K ﹤0.01% 252