Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-234
Closed -$12K 2350
2024
Q4
$12K Buy
234
+167
+249% +$8.58K ﹤0.01% 1557
2024
Q3
$3.43K Hold
67
﹤0.01% 1886
2024
Q2
$3.07K Hold
67
﹤0.01% 1858
2024
Q1
$3.18K Buy
+67
New +$3.18K ﹤0.01% 2193
2023
Q4
Sell
-40
Closed -$1.78K 1685
2023
Q3
$1.78K Hold
40
﹤0.01% 1394
2023
Q2
$2.09K Hold
40
﹤0.01% 1350
2023
Q1
$2.38K Hold
40
﹤0.01% 1378
2022
Q4
$1.97K Hold
40
﹤0.01% 1050
2022
Q3
$1K Buy
+40
New +$1K ﹤0.01% 1116
2022
Q1
Sell
-5
Closed 1265
2021
Q4
$0 Hold
5
﹤0.01% 1248
2021
Q3
$0 Hold
5
﹤0.01% 1197
2021
Q2
$0 Hold
5
﹤0.01% 1150
2021
Q1
$0 Buy
+5
New ﹤0.01% 1155