Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-358
Closed -$7K 1423
2024
Q4
$7K Buy
358
+5
+1% +$98 ﹤0.01% 1124
2024
Q3
$9K Buy
353
+2
+0.6% +$51 ﹤0.01% 1048
2024
Q2
$7K Buy
351
+1
+0.3% +$20 ﹤0.01% 1008
2024
Q1
$7K Buy
350
+2
+0.6% +$40 ﹤0.01% 961
2023
Q4
$8K Buy
+348
New +$8K ﹤0.01% 928
2022
Q2
Sell
-314
Closed -$36K 1033
2022
Q1
$36K Hold
314
﹤0.01% 596
2021
Q4
$40K Buy
314
+1
+0.3% +$127 ﹤0.01% 602
2021
Q3
$38K Buy
+313
New +$38K ﹤0.01% 618