Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-122
Closed -$6.93K 781
2024
Q4
$6.93K Hold
122
﹤0.01% 580
2024
Q3
$7.13K Buy
122
+1
+0.8% +$58 ﹤0.01% 597
2024
Q2
$6.52K Hold
121
﹤0.01% 589
2024
Q1
$6.95K Sell
121
-6
-5% -$345 ﹤0.01% 539
2023
Q4
$6.05K Buy
127
+1
+0.8% +$48 ﹤0.01% 594
2023
Q3
$6.43K Sell
126
-13
-9% -$664 ﹤0.01% 558
2023
Q2
$7.99K Buy
139
+20
+17% +$1.15K ﹤0.01% 524
2023
Q1
$7.18K Hold
119
﹤0.01% 486
2022
Q4
$6.98K Buy
119
+1
+0.8% +$59 ﹤0.01% 475
2022
Q3
$7K Hold
118
﹤0.01% 483
2022
Q2
$6K Hold
118
﹤0.01% 541
2022
Q1
$7K Hold
118
﹤0.01% 514
2021
Q4
$6K Buy
118
+1
+0.9% +$51 ﹤0.01% 561
2021
Q3
$5K Buy
+117
New +$5K ﹤0.01% 570
2020
Q1
Sell
-446
Closed -$13K 208
2019
Q4
$13K Buy
+446
New +$13K 0.01% 429