Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-402
Closed -$18.3K 671
2024
Q4
$18.3K Hold
402
﹤0.01% 345
2024
Q3
$19.1K Hold
402
﹤0.01% 304
2024
Q2
$18.4K Hold
402
﹤0.01% 298
2024
Q1
$17.4K Hold
402
﹤0.01% 285
2023
Q4
$15.9K Buy
+402
New +$15.9K ﹤0.01% 284
2022
Q3
Sell
-27
Closed -$1K 542
2022
Q2
$1K Hold
27
﹤0.01% 500
2022
Q1
$1K Sell
27
-27
-50% -$1K ﹤0.01% 564
2021
Q4
$2K Buy
+54
New +$2K ﹤0.01% 541