Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18K Sell
189
-2
-1% -$190 ﹤0.01% 769
2025
Q1
$14K Hold
191
﹤0.01% 804
2024
Q4
$13K Buy
+191
New +$13K ﹤0.01% 832
2022
Q3
Sell
-128
Closed -$3K 1089
2022
Q2
$3K Hold
128
﹤0.01% 1020
2022
Q1
$3K Sell
128
-5
-4% -$117 ﹤0.01% 1043
2021
Q4
$4K Hold
133
﹤0.01% 1015
2021
Q3
$4K Buy
+133
New +$4K ﹤0.01% 1042