Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1K Buy
+10
New +$1K ﹤0.01% 1049
2023
Q3
Sell
-34
Closed -$2.36K 812
2023
Q2
$2.36K Hold
34
﹤0.01% 505
2023
Q1
$2.93K Buy
34
+6
+21% +$517 ﹤0.01% 529
2022
Q4
$1.91K Buy
+28
New +$1.91K ﹤0.01% 488
2020
Q1
Sell
-5,150
Closed -$594K 418
2019
Q4
$594K Buy
+5,150
New +$594K 0.1% 102