Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$39.2K Hold
349
﹤0.01% 682
2024
Q4
$39K Hold
349
﹤0.01% 681
2024
Q3
$48.6K Hold
349
﹤0.01% 635
2024
Q2
$41K Hold
349
﹤0.01% 630
2024
Q1
$45.5K Hold
349
﹤0.01% 611
2023
Q4
$43.4K Hold
349
﹤0.01% 621
2023
Q3
$36.8K Buy
349
+1
+0.3% +$105 ﹤0.01% 636
2023
Q2
$39.1K Buy
348
+2
+0.6% +$225 ﹤0.01% 630
2023
Q1
$37.2K Buy
346
+1
+0.3% +$108 ﹤0.01% 626
2022
Q4
$38.3K Buy
345
+1
+0.3% +$111 ﹤0.01% 594
2022
Q3
$30K Buy
344
+1
+0.3% +$87 ﹤0.01% 640
2022
Q2
$32K Buy
343
+2
+0.6% +$187 ﹤0.01% 647
2022
Q1
$31K Buy
341
+1
+0.3% +$91 ﹤0.01% 669
2021
Q4
$28K Buy
340
+2
+0.6% +$165 ﹤0.01% 704
2021
Q3
$29K Buy
338
+1
+0.3% +$86 ﹤0.01% 681
2021
Q2
$30K Buy
337
+2
+0.6% +$178 ﹤0.01% 674
2021
Q1
$28K Buy
+335
New +$28K ﹤0.01% 700
2019
Q4
Sell
-300
Closed -$26K 964
2019
Q3
$26K Buy
+300
New +$26K ﹤0.01% 692