Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31K Buy
+87
New +$31K ﹤0.01% 744
2022
Q3
Sell
-797
Closed -$215K 248
2022
Q2
$215K Sell
797
-3
-0.4% -$809 0.02% 240
2022
Q1
$261K Sell
800
-95
-11% -$31K 0.02% 237
2021
Q4
$269K Buy
895
+33
+4% +$9.92K 0.02% 235
2021
Q3
$246K Hold
862
0.02% 240
2021
Q2
$206K Buy
+862
New +$206K 0.02% 264
2021
Q1
Sell
-1,001
Closed -$212K 258
2020
Q4
$212K Buy
+1,001
New +$212K 0.02% 261