Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-23
Closed -$4.52K 717
2024
Q4
$4.52K Buy
+23
New +$4.52K ﹤0.01% 633
2023
Q4
Sell
-496
Closed -$97.6K 514
2023
Q3
$97.6K Hold
496
﹤0.01% 230
2023
Q2
$111K Hold
496
﹤0.01% 222
2023
Q1
$98.6K Hold
496
﹤0.01% 241
2022
Q4
$102K Buy
+496
New +$102K ﹤0.01% 224