Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.68K Hold
15
﹤0.01% 672
2025
Q1
$2.4K Sell
15
-5
-25% -$801 ﹤0.01% 704
2024
Q4
$3.48K Buy
20
+5
+33% +$870 ﹤0.01% 621
2024
Q3
$3.4K Hold
15
﹤0.01% 645
2024
Q2
$3.36K Hold
15
﹤0.01% 482
2024
Q1
$3.84K Hold
15
﹤0.01% 425
2023
Q4
$3.41K Hold
15
﹤0.01% 422
2023
Q3
$3.03K Hold
15
﹤0.01% 497
2023
Q2
$2.75K Hold
15
﹤0.01% 515
2023
Q1
$2.92K Hold
15
﹤0.01% 484
2022
Q4
$2.68K Hold
15
﹤0.01% 470
2022
Q3
$2K Hold
15
﹤0.01% 702
2022
Q2
$2K Sell
15
-148
-91% -$19.7K ﹤0.01% 718
2022
Q1
$29K Sell
163
-1
-0.6% -$178 0.02% 350
2021
Q4
$34K Buy
164
+5
+3% +$1.04K 0.02% 333
2021
Q3
$29K Buy
159
+98
+161% +$17.9K 0.02% 353
2021
Q2
$11K Buy
61
+33
+118% +$5.95K 0.01% 480
2021
Q1
$5K Hold
28
﹤0.01% 575
2020
Q4
$4K Buy
+28
New +$4K ﹤0.01% 556