Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-290
Closed -$26.7K 758
2025
Q1
$26.7K Hold
290
﹤0.01% 317
2024
Q4
$24.5K Hold
290
﹤0.01% 337
2024
Q3
$30.5K Hold
290
﹤0.01% 353
2024
Q2
$25.1K Hold
290
﹤0.01% 511
2024
Q1
$30.5K Buy
+290
New +$30.5K ﹤0.01% 434
2021
Q1
Sell
-50
Closed -$11K 462
2020
Q4
$11K Sell
50
-67
-57% -$14.7K ﹤0.01% 245
2020
Q3
$15K Buy
+117
New +$15K 0.01% 203