Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,000
Closed -$77.6K 1182
2024
Q4
$77.6K Hold
5,000
﹤0.01% 1071
2024
Q3
$76.9K Hold
5,000
﹤0.01% 1033
2024
Q2
$68.4K Hold
5,000
﹤0.01% 907
2024
Q1
$60.9K Hold
5,000
﹤0.01% 700
2023
Q4
$67.2K Hold
5,000
﹤0.01% 682
2023
Q3
$64.1K Hold
5,000
﹤0.01% 682
2023
Q2
$56.5K Hold
5,000
﹤0.01% 444
2023
Q1
$56.7K Hold
5,000
﹤0.01% 422
2022
Q4
$67.5K Hold
5,000
﹤0.01% 404
2022
Q3
$61K Hold
5,000
﹤0.01% 418
2022
Q2
$70K Hold
5,000
﹤0.01% 408
2022
Q1
$72K Hold
5,000
﹤0.01% 430
2021
Q4
$63K Hold
5,000
﹤0.01% 434
2021
Q3
$68K Hold
5,000
﹤0.01% 400
2021
Q2
$70K Hold
5,000
﹤0.01% 401
2021
Q1
$62K Buy
+5,000
New +$62K ﹤0.01% 384