Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.7K Sell
520
-448
-46% -$11K 0.01% 361
2025
Q1
$26.8K Sell
968
-15
-2% -$415 0.02% 252
2024
Q4
$32.1K Buy
983
+15
+2% +$489 0.02% 239
2024
Q3
$34.7K Buy
968
+518
+115% +$18.6K 0.02% 229
2024
Q2
$15.8K Buy
450
+100
+29% +$3.5K 0.01% 263
2024
Q1
$10.6K Hold
350
0.01% 289
2023
Q4
$10.5K Hold
350
0.01% 278
2023
Q3
$9K Sell
350
-20
-5% -$514 0.01% 362
2023
Q2
$11.4K Hold
370
0.01% 332
2023
Q1
$10.9K Hold
370
0.01% 336
2022
Q4
$9.94K Hold
370
0.01% 328
2022
Q3
$9K Hold
370
0.01% 518
2022
Q2
$12K Buy
370
+20
+6% +$649 0.01% 503
2022
Q1
$13K Hold
350
0.01% 503
2021
Q4
$13K Hold
350
0.01% 498
2021
Q3
$10K Hold
350
0.01% 517
2021
Q2
$11K Hold
350
0.01% 490
2021
Q1
$11K Sell
350
-100
-22% -$3.14K 0.01% 463
2020
Q4
$11K Buy
+450
New +$11K 0.01% 436