Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
-$8 440
2025
Q1
Hold
0
-$8 433
2024
Q4
Hold
0
415
2023
Q2
Sell
-1,178
Closed -$178K 359
2023
Q1
$178K Hold
1,178
0.08% 89
2022
Q4
$135K Hold
1,178
0.07% 95
2022
Q3
$128K Hold
1,178
0.08% 90
2022
Q2
$175K Hold
1,178
0.12% 80
2022
Q1
$159K Hold
1,178
0.1% 84
2021
Q4
$159K Hold
1,178
0.1% 84
2021
Q3
$199K Buy
+1,178
New +$199K 0.12% 78
2020
Q4
$318K Buy
+1,178
New +$318K 0.25% 51