Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-220
Closed -$21.2K 644
2025
Q1
$21.2K Buy
+220
New +$21.2K ﹤0.01% 359
2024
Q1
Sell
-3
Closed -$176 711
2023
Q4
$176 Hold
3
﹤0.01% 697
2023
Q3
$176 Sell
3
-5
-63% -$293 ﹤0.01% 768
2023
Q2
$605 Buy
+8
New +$605 ﹤0.01% 834
2022
Q4
Sell
-2,463
Closed -$121K 632
2022
Q3
$121K Buy
2,463
+2,368
+2,493% +$116K 0.01% 267
2022
Q2
$5K Buy
+95
New +$5K ﹤0.01% 512
2021
Q1
Sell
-5
Closed 659
2020
Q4
$0 Hold
5
﹤0.01% 824
2020
Q3
$0 Hold
5
﹤0.01% 722
2020
Q2
$0 Hold
5
﹤0.01% 691
2020
Q1
$0 Buy
+5
New ﹤0.01% 689
2016
Q4
Sell
-395
Closed -$3K 598
2016
Q3
$3K Buy
+395
New +$3K ﹤0.01% 570