Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-140
Closed -$6.81K 1179
2024
Q4
$6.81K Hold
140
﹤0.01% 923
2024
Q3
$9.23K Sell
140
-1
-0.7% -$66 ﹤0.01% 873
2024
Q2
$8.12K Buy
141
+1
+0.7% +$58 ﹤0.01% 891
2024
Q1
$8.92K Hold
140
﹤0.01% 880
2023
Q4
$8.83K Hold
140
﹤0.01% 846
2023
Q3
$9.38K Hold
140
﹤0.01% 824
2023
Q2
$14.6K Hold
140
﹤0.01% 957
2023
Q1
$17.1K Sell
140
-2
-1% -$244 ﹤0.01% 934
2022
Q4
$17.7K Sell
142
-4
-3% -$499 ﹤0.01% 917
2022
Q3
$15K Sell
146
-60
-29% -$6.16K ﹤0.01% 960
2022
Q2
$22K Buy
206
+58
+39% +$6.19K ﹤0.01% 885
2022
Q1
$19K Sell
148
-47
-24% -$6.03K ﹤0.01% 942
2021
Q4
$21K Hold
195
﹤0.01% 919
2021
Q3
$18K Hold
195
﹤0.01% 961
2021
Q2
$21K Hold
195
﹤0.01% 889
2021
Q1
$22K Hold
195
﹤0.01% 861
2020
Q4
$22K Hold
195
﹤0.01% 806
2020
Q3
$21K Hold
195
﹤0.01% 718
2020
Q2
$19K Buy
+195
New +$19K ﹤0.01% 640