Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-200
Closed -$50.3K 1040
2024
Q4
$50.3K Hold
200
0.01% 360
2024
Q3
$44K Hold
200
0.01% 383
2024
Q2
$34.4K Sell
200
-1
-0.5% -$172 0.01% 413
2024
Q1
$38.1K Buy
201
+1
+0.5% +$190 0.01% 414
2023
Q4
$35.8K Hold
200
0.01% 379
2023
Q3
$30.3K Hold
200
0.01% 374
2023
Q2
$29.3K Hold
200
0.01% 419
2023
Q1
$29.1K Hold
200
0.01% 434
2022
Q4
$28.7K Hold
200
0.01% 433
2022
Q3
$29K Hold
200
0.01% 396
2022
Q2
$31K Hold
200
0.01% 390
2022
Q1
$42K Hold
200
0.01% 375
2021
Q4
$49K Hold
200
0.01% 369
2021
Q3
$40K Hold
200
0.01% 377
2021
Q2
$37K Buy
+200
New +$37K 0.01% 401