Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-176
Closed -$74.8K 999
2024
Q4
$74.8K Hold
176
0.01% 351
2024
Q3
$82.7K Hold
176
0.01% 327
2024
Q2
$71.9K Hold
176
0.01% 339
2024
Q1
$76.7K Hold
176
0.01% 327
2023
Q4
$59.6K Hold
176
﹤0.01% 348
2023
Q3
$52K Hold
176
﹤0.01% 349
2023
Q2
$57.2K Hold
176
0.01% 341
2023
Q1
$47.7K Hold
176
﹤0.01% 359
2022
Q4
$37.7K Hold
176
﹤0.01% 375
2022
Q3
$33K Hold
176
﹤0.01% 385
2022
Q2
$32K Hold
176
﹤0.01% 375
2022
Q1
$38K Hold
176
﹤0.01% 369
2021
Q4
$46K Buy
+176
New +$46K 0.98% 12