Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,020
Closed -$14.1K 647
2024
Q4
$14.1K Buy
2,020
+85
+4% +$592 0.01% 561
2024
Q3
$18.2K Hold
1,935
0.02% 524
2024
Q2
$19.4K Hold
1,935
0.02% 446
2024
Q1
$23.1K Buy
+1,935
New +$23.1K 0.02% 421
2023
Q4
Sell
-1,935
Closed -$21.2K 201
2023
Q3
$21.2K Hold
1,935
0.02% 365
2023
Q2
$23.8K Hold
1,935
0.02% 314
2023
Q1
$23.3K Hold
1,935
0.02% 313
2022
Q4
$17K Buy
+1,935
New +$17K 0.02% 373