Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-30,299
Closed -$76.4K 676
2024
Q4
$76.4K Hold
30,299
﹤0.01% 1000
2024
Q3
$111K Hold
30,299
﹤0.01% 963
2024
Q2
$109K Buy
30,299
+1
+0% +$4 ﹤0.01% 946
2024
Q1
$89.6K Hold
30,298
﹤0.01% 934
2023
Q4
$122K Hold
30,298
﹤0.01% 887
2023
Q3
$80.7K Hold
30,298
﹤0.01% 842
2023
Q2
$114K Hold
30,298
﹤0.01% 873
2023
Q1
$149K Hold
30,298
0.01% 841
2022
Q4
$198K Buy
+30,298
New +$198K 0.01% 803