Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$387 Hold
6
﹤0.01% 668
2025
Q1
$418 Hold
6
﹤0.01% 642
2024
Q4
$436 Buy
+6
New +$436 ﹤0.01% 570
2023
Q1
Sell
-111
Closed -$5.18K 953
2022
Q4
$5.18K Sell
111
-122
-52% -$5.69K ﹤0.01% 665
2022
Q3
$11K Buy
233
+39
+20% +$1.84K ﹤0.01% 634
2022
Q2
$10K Buy
+194
New +$10K ﹤0.01% 596
2021
Q4
Sell
-41
Closed -$2K 435
2021
Q3
$2K Hold
41
﹤0.01% 355
2021
Q2
$2K Hold
41
﹤0.01% 402
2021
Q1
$2K Hold
41
﹤0.01% 411
2020
Q4
$2K Hold
41
﹤0.01% 402
2020
Q3
$2K Buy
+41
New +$2K ﹤0.01% 515