Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5
Closed -$442 804
2025
Q1
$442 Buy
+5
New +$442 ﹤0.01% 637
2023
Q3
Sell
-1
Closed -$144 767
2023
Q2
$144 Buy
+1
New +$144 ﹤0.01% 777
2022
Q4
Sell
-35
Closed -$4K 1165
2022
Q3
$4K Hold
35
﹤0.01% 900
2022
Q2
$4K Buy
+35
New +$4K ﹤0.01% 822
2020
Q4
Sell
-17
Closed -$2K 564
2020
Q3
$2K Buy
+17
New +$2K ﹤0.01% 514