Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-706
Closed -$83.1K 3554
2024
Q4
$83.1K Hold
706
﹤0.01% 1453
2024
Q3
$76.1K Hold
706
﹤0.01% 1463
2024
Q2
$61.6K Hold
706
﹤0.01% 1467
2024
Q1
$62.2K Hold
706
﹤0.01% 1429
2023
Q4
$52.2K Hold
706
﹤0.01% 1444
2023
Q3
$40.2K Sell
706
-1
-0.1% -$57 ﹤0.01% 1450
2023
Q2
$44.7K Hold
707
﹤0.01% 1412
2023
Q1
$45.5K Hold
707
﹤0.01% 1396
2022
Q4
$35.5K Hold
707
﹤0.01% 1435
2022
Q3
$26K Hold
707
﹤0.01% 1513
2022
Q2
$26K Buy
+707
New +$26K ﹤0.01% 1513
2021
Q4
$37K Hold
707
﹤0.01% 1386
2021
Q3
$31K Hold
707
﹤0.01% 2043
2021
Q2
$29K Hold
707
﹤0.01% 2111
2021
Q1
$33K Buy
+707
New +$33K ﹤0.01% 1910