Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1
Closed -$174 379
2025
Q1
$174 Buy
+1
New +$174 ﹤0.01% 431
2020
Q3
Sell
-33
Closed -$6K 278
2020
Q2
$6K Hold
33
﹤0.01% 225
2020
Q1
$4K Buy
+33
New +$4K ﹤0.01% 262