Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11
Closed -$825 621
2025
Q1
$825 Hold
11
﹤0.01% 658
2024
Q4
$841 Hold
11
﹤0.01% 791
2024
Q3
$859 Hold
11
﹤0.01% 790
2024
Q2
$785 Hold
11
﹤0.01% 771
2024
Q1
$893 Hold
11
﹤0.01% 709
2023
Q4
$804 Hold
11
﹤0.01% 778
2023
Q3
$727 Hold
11
﹤0.01% 758
2023
Q2
$816 Hold
11
﹤0.01% 743
2023
Q1
$849 Hold
11
﹤0.01% 685
2022
Q4
$841 Hold
11
﹤0.01% 678
2022
Q3
$1K Hold
11
﹤0.01% 725
2022
Q2
$1K Hold
11
﹤0.01% 740
2022
Q1
$1K Hold
11
﹤0.01% 694
2021
Q4
$1K Buy
+11
New +$1K ﹤0.01% 737