Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$66K Buy
228
+1
+0.4% +$289 ﹤0.01% 517
2025
Q1
$61K Hold
227
﹤0.01% 520
2024
Q4
$57K Buy
+227
New +$57K ﹤0.01% 537
2022
Q2
Sell
-320
Closed -$66K 1080
2022
Q1
$66K Buy
+320
New +$66K ﹤0.01% 515
2021
Q2
Sell
-418
Closed -$87K 1075
2021
Q1
$87K Buy
+418
New +$87K 0.01% 464