Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-33
Closed -$8K 113
2025
Q1
$8K Buy
+33
New +$8K 0.01% 215
2024
Q1
Sell
-547
Closed -$19K 357
2023
Q4
$19K Buy
547
+4
+0.7% +$139 0.01% 239
2023
Q3
$20K Hold
543
0.02% 216
2023
Q2
$19K Buy
543
+305
+128% +$10.7K 0.02% 219
2023
Q1
$9K Hold
238
0.01% 243
2022
Q4
$8K Buy
+238
New +$8K 0.01% 255
2021
Q3
Sell
-200
Closed -$5K 287
2021
Q2
$5K Buy
+200
New +$5K ﹤0.01% 250