Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-48
Closed -$19.4K 260
2024
Q4
$19.4K Hold
48
﹤0.01% 201
2024
Q3
$12.6K Hold
48
﹤0.01% 190
2024
Q2
$9.5K Hold
48
﹤0.01% 191
2024
Q1
$8.44K Hold
48
﹤0.01% 186
2023
Q4
$11.9K Hold
48
﹤0.01% 179
2023
Q3
$12K Hold
48
﹤0.01% 173
2023
Q2
$12.6K Hold
48
﹤0.01% 152
2023
Q1
$9.96K Hold
48
﹤0.01% 142
2022
Q4
$5.91K Hold
48
﹤0.01% 136
2022
Q3
$12.7K Hold
48
﹤0.01% 133
2022
Q2
$10.8K Buy
+48
New +$10.8K ﹤0.01% 134
2021
Q3
Sell
-1,056
Closed -$239K 120
2021
Q2
$239K Buy
1,056
+21
+2% +$4.76K 0.05% 104
2021
Q1
$230K Buy
+1,035
New +$230K 0.05% 102