Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5
Closed -$1.97K 765
2024
Q4
$1.97K Sell
5
-1
-17% -$394 ﹤0.01% 881
2024
Q3
$2.01K Hold
6
﹤0.01% 1229
2024
Q2
$1.47K Hold
6
﹤0.01% 922
2024
Q1
$2.09K Hold
6
﹤0.01% 875
2023
Q4
$1.75K Hold
6
﹤0.01% 755
2023
Q3
$1.59K Hold
6
﹤0.01% 785
2023
Q2
$1.98K Buy
6
+2
+50% +$659 ﹤0.01% 762
2023
Q1
$974 Buy
4
+2
+100% +$487 ﹤0.01% 815
2022
Q4
$534 Hold
2
﹤0.01% 865
2022
Q3
$0 Sell
2
-93
-98% ﹤0.01% 964
2022
Q2
$20.2K Buy
+95
New +$20.2K 0.01% 548