Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-76
Closed -$1K 1317
2024
Q4
$1K Buy
76
+21
+38% +$276 ﹤0.01% 1135
2024
Q3
$1K Hold
55
﹤0.01% 1131
2024
Q2
$1K Hold
55
﹤0.01% 1108
2024
Q1
$1K Hold
55
﹤0.01% 1109
2023
Q4
$1K Hold
55
﹤0.01% 1080
2023
Q3
$1K Hold
55
﹤0.01% 1071
2023
Q2
$1K Hold
55
﹤0.01% 1077
2023
Q1
$1K Hold
55
﹤0.01% 971
2022
Q4
$1K Hold
55
﹤0.01% 934
2022
Q3
$1K Hold
55
﹤0.01% 948
2022
Q2
$1K Buy
+55
New +$1K ﹤0.01% 711