Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-139
Closed -$21.8K 1257
2025
Q1
$21.8K Hold
139
﹤0.01% 741
2024
Q4
$24.4K Hold
139
﹤0.01% 754
2024
Q3
$29.1K Sell
139
-7
-5% -$1.46K ﹤0.01% 794
2024
Q2
$25.9K Hold
146
﹤0.01% 789
2024
Q1
$34.7K Hold
146
﹤0.01% 741
2023
Q4
$28.4K Hold
146
﹤0.01% 763
2023
Q3
$27.5K Hold
146
﹤0.01% 724
2023
Q2
$26.6K Hold
146
﹤0.01% 732
2023
Q1
$26.8K Buy
146
+1
+0.7% +$184 ﹤0.01% 734
2022
Q4
$23.7K Buy
145
+19
+15% +$3.11K ﹤0.01% 738
2022
Q3
$16K Hold
126
﹤0.01% 786
2022
Q2
$20K Hold
126
﹤0.01% 710
2022
Q1
$22K Hold
126
﹤0.01% 778
2021
Q4
$18K Buy
+126
New +$18K ﹤0.01% 740