Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$31.9K Hold
556
﹤0.01% 715
2024
Q4
$27.5K Hold
556
﹤0.01% 729
2024
Q3
$25.1K Hold
556
﹤0.01% 734
2024
Q2
$24.2K Hold
556
﹤0.01% 727
2024
Q1
$21.9K Hold
556
﹤0.01% 734
2023
Q4
$22.5K Hold
556
﹤0.01% 718
2023
Q3
$21.9K Hold
556
﹤0.01% 716
2023
Q2
$22K Buy
+556
New +$22K ﹤0.01% 709
2022
Q4
Sell
-225
Closed -$6K 962
2022
Q3
$6K Hold
225
﹤0.01% 835
2022
Q2
$7K Buy
+225
New +$7K ﹤0.01% 857
2019
Q3
Sell
-546
Closed -$23K 955
2019
Q2
$23K Buy
+546
New +$23K ﹤0.01% 710