Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4
Closed -$181 749
2025
Q1
$181 Buy
+4
New +$181 ﹤0.01% 696
2024
Q1
Sell
-6
Closed -$295 930
2023
Q4
$295 Buy
+6
New +$295 ﹤0.01% 339
2022
Q4
Sell
-200
Closed -$4K 1022
2022
Q3
$4K Hold
200
﹤0.01% 873
2022
Q2
$4K Hold
200
﹤0.01% 786
2022
Q1
$9K Hold
200
﹤0.01% 361
2021
Q4
$20K Sell
200
-50
-20% -$5K ﹤0.01% 260
2021
Q3
$30K Sell
250
-100
-29% -$12K 0.01% 184
2021
Q2
$24K Hold
350
0.01% 205
2021
Q1
$25K Buy
+350
New +$25K 0.01% 203