Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-42
Closed -$4.45K 753
2024
Q4
$4.45K Hold
42
﹤0.01% 731
2024
Q3
$4.24K Hold
42
﹤0.01% 1058
2024
Q2
$4.45K Hold
42
﹤0.01% 741
2024
Q1
$5.91K Buy
+42
New +$5.91K ﹤0.01% 688
2023
Q4
Hold
0
-$8 867
2023
Q3
Hold
0
862
2023
Q2
Sell
-4
Closed -$362 907
2023
Q1
$362 Hold
4
﹤0.01% 881
2022
Q4
$286 Hold
4
﹤0.01% 886
2022
Q3
$0 Hold
4
﹤0.01% 961
2022
Q2
$231 Buy
+4
New +$231 ﹤0.01% 937
2022
Q1
Sell
-2
Closed -$1K 794
2021
Q4
$1K Hold
2
﹤0.01% 1005
2021
Q3
$0 Sell
2
-1
-33% ﹤0.01% 1091
2021
Q2
$1K Buy
+3
New +$1K ﹤0.01% 925