Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29.9K Sell
1,000
-57
-5% -$1.71K ﹤0.01% 307
2025
Q1
$35.7K Hold
1,057
0.01% 280
2024
Q4
$31.2K Buy
1,057
+1,000
+1,754% +$29.6K ﹤0.01% 282
2024
Q3
$1.79K Hold
57
﹤0.01% 514
2024
Q2
$2.06K Hold
57
﹤0.01% 476
2024
Q1
$2.15K Hold
57
﹤0.01% 458
2023
Q4
$2.02K Sell
57
-104
-65% -$3.68K ﹤0.01% 454
2023
Q3
$6.23K Buy
161
+48
+42% +$1.86K ﹤0.01% 373
2023
Q2
$3.99K Hold
113
﹤0.01% 387
2023
Q1
$4.29K Hold
113
﹤0.01% 408
2022
Q4
$3.95K Hold
113
﹤0.01% 348
2022
Q3
$3K Hold
113
﹤0.01% 368
2022
Q2
$3K Hold
113
﹤0.01% 361
2022
Q1
$3K Hold
113
﹤0.01% 371
2021
Q4
$3K Hold
113
﹤0.01% 419
2021
Q3
$3K Hold
113
﹤0.01% 410
2021
Q2
$3K Sell
113
-93
-45% -$2.47K ﹤0.01% 395
2021
Q1
$5K Sell
206
-789
-79% -$19.2K ﹤0.01% 356
2020
Q4
$20K Buy
995
+13
+1% +$261 0.01% 247
2020
Q3
$17K Buy
+982
New +$17K 0.01% 247