Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-18
Closed -$608 759
2024
Q4
$608 Buy
+18
New +$608 ﹤0.01% 745
2024
Q3
Sell
-280
Closed -$13.2K 848
2024
Q2
$13.2K Hold
280
0.01% 580
2024
Q1
$16.5K Buy
+280
New +$16.5K 0.01% 561
2023
Q4
Sell
-280
Closed -$14K 472
2023
Q3
$14K Hold
280
0.01% 579
2023
Q2
$14.4K Hold
280
0.01% 553
2023
Q1
$15.5K Hold
280
0.01% 454
2022
Q4
$15K Hold
280
0.01% 439
2022
Q3
$12K Buy
+280
New +$12K 0.01% 608
2020
Q2
Sell
-927
Closed -$11K 271
2020
Q1
$11K Hold
927
0.01% 233
2019
Q4
$16K Hold
927
0.01% 243
2019
Q3
$17K Hold
927
0.01% 241
2019
Q2
$20K Hold
927
0.01% 224
2019
Q1
$21K Hold
927
0.02% 228
2018
Q4
$19K Buy
+927
New +$19K 0.01% 219