Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-150
Closed -$13.5K 181
2025
Q1
$13.5K Hold
150
0.01% 189
2024
Q4
$14.9K Hold
150
0.01% 180
2024
Q3
$17K Hold
150
0.01% 170
2024
Q2
$18.6K Hold
150
0.01% 161
2024
Q1
$19.8K Hold
150
0.01% 158
2023
Q4
$16.4K Hold
150
0.01% 167
2023
Q3
$15.4K Hold
150
0.02% 141
2023
Q2
$17.3K Hold
150
0.02% 115
2023
Q1
$16K Hold
150
0.03% 96
2022
Q4
$16.6K Hold
150
0.03% 93
2022
Q3
$13K Hold
150
0.13% 95
2022
Q2
$14K Hold
150
0.12% 94
2022
Q1
$12K Hold
150
0.01% 119
2021
Q4
$11K Buy
+150
New +$11K 0.01% 127