Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-178
Closed -$2.37K 627
2024
Q4
$2.37K Buy
+178
New +$2.37K ﹤0.01% 491
2024
Q3
Sell
-186
Closed -$2.5K 589
2024
Q2
$2.5K Sell
186
-116
-38% -$1.56K ﹤0.01% 474
2024
Q1
$3.31K Buy
302
+116
+62% +$1.27K ﹤0.01% 417
2023
Q4
$4.36K Sell
186
-156
-46% -$3.66K ﹤0.01% 316
2023
Q3
$8.3K Buy
342
+156
+84% +$3.79K 0.01% 197
2023
Q2
$3.1K Hold
186
﹤0.01% 369
2023
Q1
$2.88K Hold
186
﹤0.01% 364
2022
Q4
$3.43K Buy
+186
New +$3.43K ﹤0.01% 379
2021
Q4
Sell
-280
Closed -$9K 450
2021
Q3
$9K Buy
+280
New +$9K 0.01% 222