Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-33
Closed -$204 4092
2024
Q4
$204 Hold
33
﹤0.01% 3778
2024
Q3
$226 Hold
33
﹤0.01% 3576
2024
Q2
$197 Buy
+33
New +$197 ﹤0.01% 3551
2023
Q4
Sell
-170
Closed -$1K 3515
2023
Q3
$1K Sell
170
-3
-2% -$18 ﹤0.01% 2848
2023
Q2
$1.43K Buy
173
+25
+17% +$207 ﹤0.01% 2617
2023
Q1
$917 Sell
148
-70
-32% -$434 ﹤0.01% 2702
2022
Q4
$1.47K Buy
+218
New +$1.47K ﹤0.01% 2346