Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-28
Closed -$247 1081
2024
Q4
$247 Hold
28
﹤0.01% 1060
2024
Q3
$249 Sell
28
-1
-3% -$9 ﹤0.01% 1104
2024
Q2
$297 Hold
29
﹤0.01% 1088
2024
Q1
$453 Hold
29
﹤0.01% 1034
2023
Q4
$449 Hold
29
﹤0.01% 973
2023
Q3
$579 Hold
29
﹤0.01% 966
2023
Q2
$414 Hold
29
﹤0.01% 1015
2023
Q1
$429 Hold
29
﹤0.01% 1012
2022
Q4
$335 Buy
29
+15
+107% +$173 ﹤0.01% 1100
2022
Q3
$252 Hold
14
﹤0.01% 1051
2022
Q2
$290 Buy
+14
New +$290 ﹤0.01% 966