Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$53.6K Sell
2,890
-1,000
-26% -$18.5K ﹤0.01% 1096
2025
Q1
$71K Sell
3,890
-1,000
-20% -$18.3K ﹤0.01% 902
2024
Q4
$107K Hold
4,890
﹤0.01% 683
2024
Q3
$109K Hold
4,890
﹤0.01% 680
2024
Q2
$91.1K Sell
4,890
-1,101
-18% -$20.5K ﹤0.01% 708
2024
Q1
$107K Hold
5,991
﹤0.01% 686
2023
Q4
$110K Hold
5,991
﹤0.01% 686
2023
Q3
$103K Hold
5,991
﹤0.01% 689
2023
Q2
$96.3K Hold
5,991
﹤0.01% 708
2023
Q1
$104K Hold
5,991
﹤0.01% 680
2022
Q4
$108K Hold
5,991
﹤0.01% 681
2022
Q3
$102K Hold
5,991
﹤0.01% 725
2022
Q2
$111K Buy
5,991
+33
+0.6% +$611 ﹤0.01% 734
2022
Q1
$148K Sell
5,958
-61
-1% -$1.52K ﹤0.01% 708
2021
Q4
$152K Buy
+6,019
New +$152K ﹤0.01% 719