Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$54.9K Hold
413
﹤0.01% 485
2024
Q4
$56.1K Hold
413
﹤0.01% 475
2024
Q3
$56.1K Hold
413
﹤0.01% 474
2024
Q2
$63K Hold
413
﹤0.01% 472
2024
Q1
$63K Hold
413
﹤0.01% 466
2023
Q4
$59.5K Hold
413
﹤0.01% 452
2023
Q3
$63.2K Sell
413
-32
-7% -$4.9K ﹤0.01% 425
2023
Q2
$60.5K Hold
445
﹤0.01% 433
2023
Q1
$58.9K Hold
445
﹤0.01% 423
2022
Q4
$63.1K Hold
445
﹤0.01% 404
2022
Q3
$49K Hold
445
﹤0.01% 405
2022
Q2
$47K Hold
445
﹤0.01% 377
2022
Q1
$48K Buy
445
+195
+78% +$21K ﹤0.01% 392
2021
Q4
$19K Buy
+250
New +$19K ﹤0.01% 444
2017
Q3
Sell
-1,230
Closed -$54K 348
2017
Q2
$54K Buy
+1,230
New +$54K 0.01% 336