Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-26
Closed -$1.13K 814
2024
Q4
$1.13K Buy
+26
New +$1.13K ﹤0.01% 622
2023
Q4
Sell
-322
Closed -$11.5K 600
2023
Q3
$11.5K Hold
322
0.01% 647
2023
Q2
$13.8K Hold
322
0.01% 585
2023
Q1
$13.2K Hold
322
0.01% 581
2022
Q4
$12K Buy
+322
New +$12K 0.01% 641
2022
Q2
Sell
-501
Closed -$29K 864
2022
Q1
$29K Buy
+501
New +$29K 0.02% 337