Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-521
Closed -$23.5K 268
2025
Q1
$23.5K Hold
521
﹤0.01% 509
2024
Q4
$31.7K Hold
521
﹤0.01% 506
2024
Q3
$21.3K Hold
521
﹤0.01% 575
2024
Q2
$15.7K Hold
521
﹤0.01% 611
2024
Q1
$19.4K Hold
521
﹤0.01% 587
2023
Q4
$25.6K Hold
521
﹤0.01% 522
2023
Q3
$11.1K Hold
521
﹤0.01% 611
2023
Q2
$7.99K Hold
521
﹤0.01% 668
2023
Q1
$5.87K Hold
521
﹤0.01% 706
2022
Q4
$5.04K Hold
521
﹤0.01% 721
2022
Q3
$10K Buy
+521
New +$10K ﹤0.01% 640