Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-540
Closed -$60.1K 303
2024
Q4
$60.1K Sell
540
-144
-21% -$16K 0.04% 309
2024
Q3
$74.5K Hold
684
0.03% 365
2024
Q2
$58K Hold
684
0.04% 314
2024
Q1
$60K Hold
684
0.04% 284
2023
Q4
$56.4K Sell
684
-6
-0.9% -$494 0.04% 279
2023
Q3
$45.2K Sell
690
-9
-1% -$590 0.02% 427
2023
Q2
$45.1K Hold
699
0.03% 384
2023
Q1
$44.3K Hold
699
0.02% 406
2022
Q4
$33.9K Hold
699
0.02% 444
2022
Q3
$32K Hold
699
0.02% 432
2022
Q2
$34.3K Buy
+699
New +$34.3K 0.02% 445