Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6
Closed -$32 3839
2025
Q1
$32 Hold
6
﹤0.01% 4105
2024
Q4
$38 Buy
+6
New +$38 ﹤0.01% 4329
2023
Q1
Sell
-226
Closed -$11K 4417
2022
Q4
$11K Sell
226
-83
-27% -$4.04K ﹤0.01% 3345
2022
Q3
$15K Buy
309
+26
+9% +$1.26K ﹤0.01% 3354
2022
Q2
$14K Hold
283
﹤0.01% 3168
2022
Q1
$14K Sell
283
-15
-5% -$742 ﹤0.01% 3168
2021
Q4
$9K Buy
298
+49
+20% +$1.48K ﹤0.01% 2239
2021
Q3
$9K Buy
249
+71
+40% +$2.57K ﹤0.01% 2282
2021
Q2
$8K Buy
+178
New +$8K ﹤0.01% 2298