Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-678
Closed -$8.62K 716
2024
Q4
$8.62K Hold
678
0.01% 587
2024
Q3
$8.68K Hold
678
﹤0.01% 816
2024
Q2
$8.6K Hold
678
0.01% 590
2024
Q1
$15.4K Hold
678
0.01% 487
2023
Q4
$16.8K Hold
678
0.01% 428
2023
Q3
$11.6K Hold
678
0.01% 580
2023
Q2
$11.2K Hold
678
0.01% 588
2023
Q1
$11.9K Buy
+678
New +$11.9K 0.01% 578
2022
Q4
Sell
-524
Closed -$7K 988
2022
Q3
$7K Hold
524
﹤0.01% 638
2022
Q2
$9.53K Buy
+524
New +$9.53K 0.01% 641
2022
Q1
Sell
-524
Closed -$23K 762
2021
Q4
$23K Buy
524
+272
+108% +$11.9K 0.01% 525
2021
Q3
$14K Buy
252
+126
+100% +$7K 0.01% 656
2021
Q2
$9K Buy
+126
New +$9K 0.01% 693