Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-295
Closed -$16.7K 570
2024
Q4
$16.7K Hold
295
0.01% 487
2024
Q3
$18.1K Hold
295
0.01% 648
2024
Q2
$18.3K Hold
295
0.01% 450
2024
Q1
$20.8K Buy
295
+20
+7% +$1.41K 0.01% 427
2023
Q4
$18.6K Hold
275
0.01% 410
2023
Q3
$16.4K Hold
275
0.01% 544
2023
Q2
$17.2K Buy
+275
New +$17.2K 0.01% 541