Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1
Closed -$571 2158
2025
Q1
$571 Buy
+1
New +$571 ﹤0.01% 2045
2024
Q3
Sell
-111
Closed -$65.5K 2168
2024
Q2
$65.5K Hold
111
﹤0.01% 775
2024
Q1
$69.5K Hold
111
﹤0.01% 771
2023
Q4
$64.4K Sell
111
-3
-3% -$1.74K ﹤0.01% 790
2023
Q3
$56.1K Hold
114
﹤0.01% 809
2023
Q2
$60.7K Hold
114
﹤0.01% 804
2023
Q1
$48.9K Hold
114
﹤0.01% 844
2022
Q4
$33K Buy
+114
New +$33K ﹤0.01% 960
2022
Q3
Sell
-29
Closed -$9K 1855
2022
Q2
$9K Hold
29
﹤0.01% 1424
2022
Q1
$14K Hold
29
﹤0.01% 1376
2021
Q4
$19K Buy
+29
New +$19K ﹤0.01% 1290