Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-224
Closed -$39.1K 2227
2025
Q1
$39.1K Sell
224
-1
-0.4% -$174 ﹤0.01% 1948
2024
Q4
$53.6K Buy
+225
New +$53.6K ﹤0.01% 1807
2020
Q4
Sell
-3
Closed -$78K 1714
2020
Q3
$78K Buy
+3
New +$78K ﹤0.01% 1249