Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2
Closed -$178 2142
2025
Q1
$178 Buy
+2
New +$178 ﹤0.01% 2086
2023
Q3
Sell
-9
Closed -$577 1707
2023
Q2
$577 Hold
9
﹤0.01% 1623
2023
Q1
$521 Hold
9
﹤0.01% 1645
2022
Q4
$0 Hold
9
﹤0.01% 1751
2022
Q3
$1K Hold
9
﹤0.01% 1657
2022
Q2
$1K Hold
9
﹤0.01% 1819
2022
Q1
$1K Hold
9
﹤0.01% 1898
2021
Q4
$1K Buy
+9
New +$1K ﹤0.01% 1905