Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-147
Closed -$1.4K 832
2024
Q4
$1.4K Hold
147
﹤0.01% 761
2024
Q3
$1.55K Buy
147
+1
+0.7% +$11 ﹤0.01% 760
2024
Q2
$1.2K Buy
146
+2
+1% +$16 ﹤0.01% 752
2024
Q1
$1.22K Hold
144
﹤0.01% 694
2023
Q4
$1.18K Sell
144
-969
-87% -$7.96K ﹤0.01% 752
2023
Q3
$9.27K Hold
1,113
﹤0.01% 507
2023
Q2
$9.33K Hold
1,113
﹤0.01% 500
2023
Q1
$9.06K Hold
1,113
﹤0.01% 448
2022
Q4
$8.9K Sell
1,113
-901
-45% -$7.21K ﹤0.01% 447
2022
Q3
$12K Buy
+2,014
New +$12K 0.01% 395