Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$52.7K Sell
150
-1
-0.7% -$351 0.01% 257
2025
Q1
$47.8K Sell
151
-1
-0.7% -$317 0.01% 263
2024
Q4
$51.3K Hold
152
0.01% 246
2024
Q3
$48.4K Buy
152
+2
+1% +$637 0.01% 256
2024
Q2
$48.2K Sell
150
-1
-0.7% -$322 0.01% 240
2024
Q1
$52.4K Buy
151
+1
+0.7% +$347 0.01% 229
2023
Q4
$54.4K Sell
150
-2
-1% -$726 0.01% 220
2023
Q3
$45.2K Hold
152
0.01% 226
2023
Q2
$50.2K Sell
152
-58
-28% -$19.2K 0.01% 220
2023
Q1
$69.9K Buy
210
+60
+40% +$20K 0.02% 196
2022
Q4
$36.2K Hold
150
0.01% 222
2022
Q3
$33K Buy
+150
New +$33K 0.01% 223
2022
Q1
Sell
-40
Closed -$16K 529
2021
Q4
$16K Hold
40
﹤0.01% 293
2021
Q3
$14K Hold
40
﹤0.01% 304
2021
Q2
$14K Hold
40
﹤0.01% 291
2021
Q1
$14K Hold
40
0.01% 284
2020
Q4
$15K Hold
40
0.01% 276
2020
Q3
$13K Buy
+40
New +$13K 0.01% 271