Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6K Buy
+689
New +$6K ﹤0.01% 2169
2023
Q4
Sell
-1
Closed -$1K 2771
2023
Q3
$1K Buy
+1
New +$1K ﹤0.01% 2053
2021
Q4
Sell
-1
Closed -$128K 3669
2021
Q3
$128K Hold
1
﹤0.01% 2565
2021
Q2
$79K Hold
1
﹤0.01% 2526
2021
Q1
$51K Buy
+1
New +$51K ﹤0.01% 2310
2020
Q3
Hold
0
-$24K 2190
2020
Q2
Hold
0
1270