Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-56
Closed -$1.67K 1317
2025
Q1
$1.67K Buy
+56
New +$1.67K ﹤0.01% 1031
2024
Q3
Sell
-13
Closed -$608 1287
2024
Q2
$608 Buy
+13
New +$608 ﹤0.01% 1146
2023
Q3
Sell
-5
Closed -$280 352
2023
Q2
$280 Hold
5
﹤0.01% 996
2023
Q1
$248 Hold
5
﹤0.01% 970
2022
Q4
$236 Buy
+5
New +$236 ﹤0.01% 930
2021
Q3
Sell
-18
Closed -$2K 451
2021
Q2
$2K Buy
+18
New +$2K ﹤0.01% 871