Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-90
Closed -$759 566
2024
Q4
$759 Buy
90
+10
+13% +$84 ﹤0.01% 536
2024
Q3
$830 Hold
80
﹤0.01% 528
2024
Q2
$930 Hold
80
﹤0.01% 495
2024
Q1
$1.43K Hold
80
﹤0.01% 482
2023
Q4
$1.47K Hold
80
﹤0.01% 482
2023
Q3
$1.26K Hold
80
﹤0.01% 504
2023
Q2
$1.19K Hold
80
﹤0.01% 510
2023
Q1
$1.23K Hold
80
﹤0.01% 510
2022
Q4
$1K Hold
80
﹤0.01% 524
2022
Q3
$1K Hold
80
﹤0.01% 524
2022
Q2
$1K Buy
+80
New +$1K ﹤0.01% 511