Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-16
Closed -$2.13K 486
2024
Q4
$2.13K Hold
16
﹤0.01% 870
2024
Q3
$2.17K Hold
16
﹤0.01% 1211
2024
Q2
$2.36K Hold
16
﹤0.01% 864
2024
Q1
$2.44K Hold
16
﹤0.01% 854
2023
Q4
$2.31K Hold
16
﹤0.01% 727
2023
Q3
$2.45K Hold
16
﹤0.01% 740
2023
Q2
$2.18K Hold
16
﹤0.01% 751
2023
Q1
$2.12K Hold
16
﹤0.01% 748
2022
Q4
$2.27K Hold
16
﹤0.01% 736
2022
Q3
$2K Hold
16
﹤0.01% 759
2022
Q2
$1.7K Buy
+16
New +$1.7K ﹤0.01% 802
2021
Q4
Sell
-13
Closed -$1K 1126
2021
Q3
$1K Sell
13
-68
-84% -$5.23K ﹤0.01% 981
2021
Q2
$8K Buy
+81
New +$8K 0.01% 703