Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-102
Closed -$10.1K 909
2025
Q1
$10.1K Hold
102
﹤0.01% 581
2024
Q4
$10.2K Hold
102
﹤0.01% 586
2024
Q3
$9.3K Buy
+102
New +$9.3K ﹤0.01% 601
2023
Q1
Sell
-27
Closed -$1.77K 741
2022
Q4
$1.77K Sell
27
-7
-21% -$460 ﹤0.01% 566
2022
Q3
$2K Hold
34
﹤0.01% 565
2022
Q2
$2K Hold
34
﹤0.01% 551
2022
Q1
$2K Buy
34
+6
+21% +$353 ﹤0.01% 588
2021
Q4
$2K Buy
+28
New +$2K ﹤0.01% 541