Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$298 Hold
4
﹤0.01% 380
2025
Q1
$271 Hold
4
﹤0.01% 343
2024
Q4
$248 Hold
4
﹤0.01% 341
2024
Q3
$215 Hold
4
﹤0.01% 366
2024
Q2
$215 Hold
4
﹤0.01% 366
2024
Q1
$212 Hold
4
﹤0.01% 326
2023
Q4
$175 Hold
4
﹤0.01% 329
2023
Q3
$177 Buy
+4
New +$177 ﹤0.01% 333
2020
Q3
Sell
-375
Closed -$20K 137
2020
Q2
$20K Buy
+375
New +$20K 0.01% 90