Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2
Closed -$787 780
2024
Q4
$787 Hold
2
﹤0.01% 683
2024
Q3
$669 Buy
+2
New +$669 ﹤0.01% 729
2024
Q2
Sell
-63
Closed -$21.9K 660
2024
Q1
$21.9K Buy
+63
New +$21.9K 0.02% 436
2023
Q4
Sell
-160
Closed -$42.3K 519
2023
Q3
$42.3K Hold
160
0.04% 257
2023
Q2
$52.7K Hold
160
0.05% 202
2023
Q1
$39K Hold
160
0.04% 242
2022
Q4
$43K Hold
160
0.04% 234
2022
Q3
$39K Buy
+160
New +$39K 0.04% 243
2022
Q2
Sell
-37
Closed -$12K 835
2022
Q1
$12K Buy
+37
New +$12K 0.01% 696