Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,590
Closed -$14.1K 907
2024
Q4
$14.1K Buy
1,590
+98
+7% +$869 0.01% 518
2024
Q3
$17.4K Buy
1,492
+1,000
+203% +$11.7K 0.01% 656
2024
Q2
$5.5K Hold
492
﹤0.01% 682
2024
Q1
$6K Buy
492
+72
+17% +$878 ﹤0.01% 683
2023
Q4
$6.66K Hold
420
﹤0.01% 595
2023
Q3
$5.63K Hold
420
﹤0.01% 666
2023
Q2
$5.64K Hold
420
﹤0.01% 653
2023
Q1
$6.63K Hold
420
﹤0.01% 632
2022
Q4
$7.13K Hold
420
﹤0.01% 632
2022
Q3
$6K Hold
420
﹤0.01% 663
2022
Q2
$6.15K Buy
+420
New +$6.15K ﹤0.01% 690