Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7K Buy
+862
New +$7K ﹤0.01% 4177
2023
Q3
Sell
-1,584
Closed -$23K 4275
2023
Q2
$23K Hold
1,584
﹤0.01% 3940
2023
Q1
$23K Buy
+1,584
New +$23K ﹤0.01% 3967
2022
Q3
Sell
-11,316
Closed -$236K 4673
2022
Q2
$236K Hold
11,316
﹤0.01% 3040
2022
Q1
$353K Buy
+11,316
New +$353K ﹤0.01% 3003