Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$9.66K Buy
132
+2
+2% +$146 ﹤0.01% 1665
2024
Q4
$11K Hold
130
﹤0.01% 1608
2024
Q3
$11.8K Hold
130
﹤0.01% 1578
2024
Q2
$10.5K Hold
130
﹤0.01% 1600
2024
Q1
$12.7K Hold
130
﹤0.01% 1443
2023
Q4
$10.7K Sell
130
-39
-23% -$3.22K ﹤0.01% 1517
2023
Q3
$10.8K Buy
169
+39
+30% +$2.5K ﹤0.01% 1370
2023
Q2
$9K Hold
130
﹤0.01% 1527
2023
Q1
$7.53K Hold
130
﹤0.01% 1635
2022
Q4
$6.47K Buy
130
+112
+622% +$5.58K ﹤0.01% 1671
2022
Q3
$1K Buy
+18
New +$1K ﹤0.01% 2336
2020
Q2
Sell
-435
Closed -$7K 1779
2020
Q1
$7K Hold
435
﹤0.01% 869
2019
Q4
$12K Hold
435
﹤0.01% 876
2019
Q3
$12K Hold
435
﹤0.01% 846
2019
Q2
$9K Hold
435
﹤0.01% 922
2019
Q1
$6K Hold
435
﹤0.01% 1026
2018
Q4
$6K Buy
+435
New +$6K ﹤0.01% 961