Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-13,548
Closed -$59.1K 198
2024
Q4
$59.1K Buy
+13,548
New +$59.1K 0.01% 196
2024
Q3
Sell
-13,548
Closed -$56.4K 201
2024
Q2
$56.4K Sell
13,548
-100
-0.7% -$416 0.01% 192
2024
Q1
$61.4K Buy
13,648
+100
+0.7% +$450 0.01% 194
2023
Q4
$123K Hold
13,548
0.02% 195
2023
Q3
$122K Hold
13,548
0.02% 186
2023
Q2
$131K Hold
13,548
0.02% 192
2023
Q1
$142K Buy
+13,548
New +$142K 0.02% 191