Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24K Sell
446
-76
-15% -$4.09K ﹤0.01% 979
2025
Q1
$26K Hold
522
﹤0.01% 933
2024
Q4
$24K Hold
522
﹤0.01% 902
2024
Q3
$25K Buy
+522
New +$25K ﹤0.01% 856
2021
Q3
Sell
-105
Closed -$3K 1023
2021
Q2
$3K Hold
105
﹤0.01% 859
2021
Q1
$3K Hold
105
﹤0.01% 931
2020
Q4
$3K Buy
+105
New +$3K ﹤0.01% 662