Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-266
Closed -$11.1K 589
2024
Q4
$11.1K Hold
266
﹤0.01% 477
2024
Q3
$17.8K Hold
266
﹤0.01% 442
2024
Q2
$31.6K Hold
266
﹤0.01% 394
2024
Q1
$28.3K Hold
266
﹤0.01% 399
2023
Q4
$26.5K Hold
266
﹤0.01% 405
2023
Q3
$27.5K Hold
266
﹤0.01% 382
2023
Q2
$32.3K Hold
266
﹤0.01% 365
2023
Q1
$40.9K Hold
266
0.01% 352
2022
Q4
$48K Hold
266
0.01% 328
2022
Q3
$31K Hold
266
﹤0.01% 364
2022
Q2
$38K Hold
266
0.01% 342
2022
Q1
$46K Hold
266
0.01% 343
2021
Q4
$68K Hold
266
0.01% 306
2021
Q3
$102K Hold
266
0.01% 251
2021
Q2
$63K Hold
266
0.01% 303
2021
Q1
$35K Buy
+266
New +$35K ﹤0.01% 364