Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1099
2025
Q1
Hold
0
791
2023
Q1
Sell
-500
Closed -$2K 860
2022
Q4
$2K Hold
500
﹤0.01% 867
2022
Q3
$3K Hold
500
﹤0.01% 630
2022
Q2
$2K Sell
500
-1,200
-71% -$4.8K ﹤0.01% 684
2022
Q1
$22K Buy
+1,700
New +$22K ﹤0.01% 477