Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-13
Closed -$4.39K 1227
2024
Q4
$4.39K Buy
+13
New +$4.39K ﹤0.01% 988
2023
Q4
Sell
-203
Closed -$60.4K 1179
2023
Q3
$60.4K Hold
203
﹤0.01% 510
2023
Q2
$67K Hold
203
﹤0.01% 491
2023
Q1
$67.6K Hold
203
﹤0.01% 484
2022
Q4
$49K Buy
+203
New +$49K ﹤0.01% 534
2022
Q2
Sell
-13
Closed -$4K 1122
2022
Q1
$4K Hold
13
﹤0.01% 984
2021
Q4
$5K Hold
13
﹤0.01% 1009
2021
Q3
$4K Hold
13
﹤0.01% 988
2021
Q2
$5K Buy
+13
New +$5K ﹤0.01% 974
2015
Q1
Sell
-75
Closed -$6K 875
2014
Q4
$6K Buy
+75
New +$6K ﹤0.01% 676