Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,826
Closed -$71.1K 587
2024
Q4
$71.1K Hold
11,826
﹤0.01% 529
2024
Q3
$71.1K Hold
11,826
﹤0.01% 581
2024
Q2
$71.1K Hold
11,826
﹤0.01% 551
2024
Q1
$84.4K Hold
11,826
﹤0.01% 535
2023
Q4
$93.2K Hold
11,826
0.01% 517
2023
Q3
$74.9K Hold
11,826
﹤0.01% 511
2023
Q2
$99.1K Hold
11,826
0.01% 502
2023
Q1
$99.1K Sell
11,826
-5,000
-30% -$41.9K 0.01% 484
2022
Q4
$143K Hold
16,826
0.01% 480
2022
Q3
$148K Hold
16,826
0.01% 464
2022
Q2
$159K Hold
16,826
0.01% 474
2022
Q1
$223K Buy
+16,826
New +$223K 0.01% 458