Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-8
Closed -$922 662
2024
Q4
$922 Buy
8
+4
+100% +$461 ﹤0.01% 647
2024
Q3
$474 Buy
+4
New +$474 ﹤0.01% 803
2022
Q4
Sell
-809
Closed -$28K 750
2022
Q3
$28K Buy
809
+505
+166% +$17.5K 0.03% 292
2022
Q2
$14K Buy
+304
New +$14K 0.01% 511
2019
Q2
Sell
-43
Closed -$1K 303
2019
Q1
$1K Buy
+43
New +$1K ﹤0.01% 429