Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-457
Closed -$2K 3154
2025
Q1
$2K Hold
457
﹤0.01% 2881
2024
Q4
$3K Hold
457
﹤0.01% 2883
2024
Q3
$4K Hold
457
﹤0.01% 2857
2024
Q2
$4K Buy
+457
New +$4K ﹤0.01% 2893
2023
Q2
Sell
-905
Closed -$11K 3128
2023
Q1
$11K Sell
905
-136
-13% -$1.65K ﹤0.01% 2800
2022
Q4
$55K Hold
1,041
﹤0.01% 2380
2022
Q3
$120K Buy
1,041
+16
+2% +$1.84K ﹤0.01% 2069
2022
Q2
$116K Buy
1,025
+51
+5% +$5.77K ﹤0.01% 2105
2022
Q1
$47K Sell
974
-78
-7% -$3.76K ﹤0.01% 2518
2021
Q4
$62K Sell
1,052
-8
-0.8% -$471 ﹤0.01% 2100
2021
Q3
$90K Sell
1,060
-47
-4% -$3.99K ﹤0.01% 2091
2021
Q2
$89K Buy
+1,107
New +$89K ﹤0.01% 2125