Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1
Closed -$17 584
2024
Q4
$17 Buy
+1
New +$17 ﹤0.01% 490
2024
Q3
Hold
0
373
2024
Q2
Sell
-3
Closed -$142 346
2024
Q1
$142 Buy
+3
New +$142 ﹤0.01% 227
2023
Q3
Sell
-8
Closed -$892 598
2023
Q2
$892 Buy
+8
New +$892 ﹤0.01% 481
2022
Q4
Sell
-20
Closed -$5K 723
2022
Q3
$5K Sell
20
-24
-55% -$6K ﹤0.01% 328
2022
Q2
$6K Buy
44
+14
+47% +$1.91K ﹤0.01% 281
2022
Q1
$7K Buy
+30
New +$7K ﹤0.01% 200