Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,593
Closed -$4K 3094
2025
Q1
$4K Hold
1,593
﹤0.01% 2729
2024
Q4
$5K Hold
1,593
﹤0.01% 2741
2024
Q3
$6K Hold
1,593
﹤0.01% 2712
2024
Q2
$5K Buy
+1,593
New +$5K ﹤0.01% 2782
2022
Q2
Sell
-5,146
Closed -$15K 3145
2022
Q1
$15K Buy
+5,146
New +$15K ﹤0.01% 2881