Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-123
Closed -$20.9K 672
2024
Q4
$20.9K Hold
123
0.01% 455
2024
Q3
$21.4K Hold
123
0.01% 617
2024
Q2
$21.2K Hold
123
0.01% 435
2024
Q1
$32.1K Hold
123
0.02% 362
2023
Q4
$24.5K Hold
123
0.02% 377
2023
Q3
$20.9K Hold
123
0.01% 519
2023
Q2
$25.4K Hold
123
0.01% 499
2023
Q1
$28.2K Hold
123
0.02% 491
2022
Q4
$23.7K Hold
123
0.01% 500
2022
Q3
$23K Hold
123
0.01% 488
2022
Q2
$23.7K Buy
+123
New +$23.7K 0.01% 521
2022
Q1
Sell
-123
Closed -$37K 715
2021
Q4
$37K Hold
123
0.02% 442
2021
Q3
$35K Hold
123
0.02% 469
2021
Q2
$31K Buy
+123
New +$31K 0.02% 450