Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1
Closed -$266 354
2025
Q1
$266 Buy
+1
New +$266 ﹤0.01% 400
2023
Q4
Sell
-3
Closed -$483 411
2023
Q3
$483 Buy
+3
New +$483 ﹤0.01% 525
2022
Q4
Sell
-56
Closed -$8K 230
2022
Q3
$8K Hold
56
﹤0.01% 193
2022
Q2
$9K Sell
56
-28
-33% -$4.5K ﹤0.01% 191
2022
Q1
$18K Buy
+84
New +$18K 0.01% 184
2018
Q2
Sell
-100
Closed -$14K 305
2018
Q1
$14K Buy
+100
New +$14K 0.01% 246
2015
Q1
Sell
-144
Closed -$19K 250
2014
Q4
$19K Hold
144
0.02% 170
2014
Q3
$17K Buy
+144
New +$17K 0.01% 177