Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1
Closed -$456 1032
2024
Q4
$456 Hold
1
﹤0.01% 671
2024
Q3
$438 Hold
1
﹤0.01% 689
2024
Q2
$475 Hold
1
﹤0.01% 641
2024
Q1
$585 Buy
+1
New +$585 ﹤0.01% 610
2021
Q4
Sell
-29
Closed -$7K 611
2021
Q3
$7K Hold
29
﹤0.01% 363
2021
Q2
$6K Hold
29
﹤0.01% 356
2021
Q1
$7K Hold
29
﹤0.01% 332
2020
Q4
$5K Hold
29
﹤0.01% 365
2020
Q3
$4K Buy
+29
New +$4K ﹤0.01% 355