Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-553
Closed -$22.1K 126
2024
Q4
$22.1K Hold
553
0.02% 89
2024
Q3
$24.8K Hold
553
0.02% 87
2024
Q2
$22.8K Buy
553
+28
+5% +$1.16K 0.02% 85
2024
Q1
$22K Hold
525
0.02% 85
2023
Q4
$19.8K Hold
525
0.02% 82
2023
Q3
$17K Hold
525
0.02% 73
2023
Q2
$19.5K Hold
525
0.02% 70
2023
Q1
$20.4K Hold
525
0.02% 70
2022
Q4
$20.7K Buy
+525
New +$20.7K 0.02% 73