Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-13
Closed -$1.1K 973
2024
Q4
$1.1K Hold
13
﹤0.01% 906
2024
Q3
$1.03K Sell
13
-6
-32% -$474 ﹤0.01% 906
2024
Q2
$1.42K Hold
19
﹤0.01% 876
2024
Q1
$1.49K Buy
19
+6
+46% +$470 ﹤0.01% 845
2023
Q4
$905 Hold
13
﹤0.01% 847
2023
Q3
$824 Hold
13
﹤0.01% 846
2023
Q2
$772 Hold
13
﹤0.01% 800
2023
Q1
$755 Hold
13
﹤0.01% 789
2022
Q4
$758 Hold
13
﹤0.01% 767
2022
Q3
$1K Hold
13
﹤0.01% 755
2022
Q2
$1K Hold
13
﹤0.01% 712
2022
Q1
$1K Buy
+13
New +$1K ﹤0.01% 721
2021
Q4
Sell
-13
Closed -$1K 397
2021
Q3
$1K Buy
+13
New +$1K ﹤0.01% 702