Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-165
Closed -$6.71K 400
2024
Q4
$6.71K Buy
165
+8
+5% +$325 ﹤0.01% 361
2024
Q3
$4.51K Buy
+157
New +$4.51K ﹤0.01% 291
2024
Q2
Sell
-247
Closed -$15.3K 242
2024
Q1
$15.3K Buy
+247
New +$15.3K ﹤0.01% 64
2023
Q3
Sell
-76
Closed -$6.27K 475
2023
Q2
$6.27K Buy
+76
New +$6.27K ﹤0.01% 345
2022
Q3
Sell
-175
Closed -$16K 598
2022
Q2
$16K Buy
175
+3
+2% +$274 ﹤0.01% 204
2022
Q1
$19K Buy
+172
New +$19K ﹤0.01% 123