Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$978 Hold
76
﹤0.01% 1095
2024
Q4
$1.31K Hold
76
﹤0.01% 1092
2024
Q3
$1.72K Sell
76
-1
-1% -$23 ﹤0.01% 1048
2024
Q2
$1.9K Hold
77
﹤0.01% 1103
2024
Q1
$2.54K Buy
77
+1
+1% +$33 ﹤0.01% 1024
2023
Q4
$2.76K Hold
76
﹤0.01% 985
2023
Q3
$2.79K Hold
76
﹤0.01% 999
2023
Q2
$2.91K Hold
76
﹤0.01% 1029
2023
Q1
$3.11K Hold
76
﹤0.01% 989
2022
Q4
$2.64K Hold
76
﹤0.01% 997
2022
Q3
$2K Hold
76
﹤0.01% 1017
2022
Q2
$2K Hold
76
﹤0.01% 1031
2022
Q1
$3K Hold
76
﹤0.01% 1006
2021
Q4
$4K Hold
76
﹤0.01% 1040
2021
Q3
$3K Hold
76
﹤0.01% 1011
2021
Q2
$3K Hold
76
﹤0.01% 1026
2021
Q1
$3K Hold
76
﹤0.01% 912
2020
Q4
$3K Buy
+76
New +$3K ﹤0.01% 849
2017
Q4
Sell
-10
Closed -$1K 832
2017
Q3
$1K Sell
10
-37
-79% -$3.7K ﹤0.01% 793
2017
Q2
$3K Buy
47
+37
+370% +$2.36K ﹤0.01% 782
2017
Q1
$1K Sell
10
-298
-97% -$29.8K ﹤0.01% 814
2016
Q4
$18K Buy
+308
New +$18K ﹤0.01% 584