Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1203
2025
Q1
Sell
-5
Closed -$264 1128
2024
Q4
$264 Buy
+5
New +$264 ﹤0.01% 691
2024
Q3
Hold
0
665
2024
Q2
Hold
0
589
2024
Q1
Hold
0
365
2022
Q1
Sell
-75
Closed -$16K 471
2021
Q4
$16K Hold
75
﹤0.01% 458
2021
Q3
$16K Buy
+75
New +$16K ﹤0.01% 336