Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$753 Hold
3
﹤0.01% 549
2025
Q1
$628 Hold
3
﹤0.01% 540
2024
Q4
$631 Sell
3
-1
-25% -$210 ﹤0.01% 523
2024
Q3
$951 Hold
4
﹤0.01% 474
2024
Q2
$898 Buy
4
+1
+33% +$225 ﹤0.01% 459
2024
Q1
$639 Buy
+3
New +$639 ﹤0.01% 479
2022
Q1
Sell
-44
Closed -$9K 582
2021
Q4
$9K Buy
44
+21
+91% +$4.3K ﹤0.01% 398
2021
Q3
$5K Buy
+23
New +$5K ﹤0.01% 411
2020
Q3
Sell
-2,420
Closed -$410K 389
2020
Q2
$410K Buy
2,420
+5
+0.2% +$847 0.22% 124
2020
Q1
$435K Buy
2,415
+557
+30% +$100K 0.3% 103
2019
Q4
$368K Buy
+1,858
New +$368K 0.22% 120