Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-39
Closed -$1.3K 875
2024
Q4
$1.3K Hold
39
﹤0.01% 766
2024
Q3
$1.84K Hold
39
﹤0.01% 753
2024
Q2
$1.8K Buy
+39
New +$1.8K ﹤0.01% 724
2024
Q1
Sell
-105
Closed -$5.67K 844
2023
Q4
$5.67K Buy
+105
New +$5.67K ﹤0.01% 604
2022
Q4
Sell
-257
Closed -$11K 805
2022
Q3
$11K Buy
257
+1
+0.4% +$43 0.01% 418
2022
Q2
$12K Hold
256
0.01% 428
2022
Q1
$13K Sell
256
-151
-37% -$7.67K 0.01% 439
2021
Q4
$23K Buy
407
+1
+0.2% +$57 0.01% 379
2021
Q3
$20K Buy
+406
New +$20K 0.01% 385