Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-77
Closed -$16.1K 915
2024
Q4
$16.1K Hold
77
0.01% 620
2024
Q3
$16.5K Hold
77
﹤0.01% 608
2024
Q2
$15.5K Hold
77
﹤0.01% 604
2024
Q1
$18.8K Hold
77
0.01% 559
2023
Q4
$16.7K Sell
77
-73
-49% -$15.8K 0.01% 556
2023
Q3
$31.2K Hold
150
0.01% 443
2023
Q2
$32.3K Hold
150
0.01% 439
2023
Q1
$34.7K Hold
150
0.01% 413
2022
Q4
$34K Hold
150
0.01% 395
2022
Q3
$30K Hold
150
0.01% 399
2022
Q2
$27K Hold
150
0.01% 415
2022
Q1
$29K Buy
150
+27
+22% +$5.22K 0.01% 416
2021
Q4
$29K Hold
123
0.01% 422
2021
Q3
$25K Hold
123
0.01% 439
2021
Q2
$27K Hold
123
0.01% 440
2021
Q1
$26K Buy
+123
New +$26K 0.01% 441