Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-322
Closed -$10.9K 1102
2024
Q4
$10.9K Buy
322
+80
+33% +$2.71K ﹤0.01% 1412
2024
Q3
$9.89K Buy
242
+20
+9% +$818 ﹤0.01% 1196
2024
Q2
$8.55K Hold
222
﹤0.01% 1136
2024
Q1
$9.52K Hold
222
﹤0.01% 944
2023
Q4
$8.23K Hold
222
﹤0.01% 918
2023
Q3
$8.05K Buy
222
+7
+3% +$254 ﹤0.01% 849
2023
Q2
$7.66K Buy
215
+32
+17% +$1.14K ﹤0.01% 688
2023
Q1
$6.51K Buy
+183
New +$6.51K ﹤0.01% 781
2019
Q2
Sell
-4,140
Closed -$216K 248
2019
Q1
$216K Sell
4,140
-2,450
-37% -$128K 0.03% 233
2018
Q4
$312K Buy
+6,590
New +$312K 0.05% 203