Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.6K Buy
1,055
+5
+0.5% +$88 ﹤0.01% 1398
2025
Q1
$16K Sell
1,050
-94
-8% -$1.43K ﹤0.01% 1393
2024
Q4
$22.8K Buy
1,144
+30
+3% +$598 ﹤0.01% 1195
2024
Q3
$20.1K Buy
1,114
+104
+10% +$1.88K ﹤0.01% 1234
2024
Q2
$17.4K Buy
1,010
+64
+7% +$1.11K ﹤0.01% 1118
2024
Q1
$15.2K Buy
946
+46
+5% +$741 ﹤0.01% 1175
2023
Q4
$16.1K Hold
900
﹤0.01% 1139
2023
Q3
$13.3K Hold
900
﹤0.01% 1193
2023
Q2
$16.3K Hold
900
﹤0.01% 1136
2023
Q1
$15.3K Hold
900
﹤0.01% 1165
2022
Q4
$15K Hold
900
﹤0.01% 1187
2022
Q3
$11K Hold
900
﹤0.01% 1279
2022
Q2
$16K Hold
900
﹤0.01% 1256
2022
Q1
$19K Hold
900
﹤0.01% 1272
2021
Q4
$21K Buy
+900
New +$21K ﹤0.01% 1261