Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-50
Closed -$6K 837
2025
Q1
$6K Buy
+50
New +$6K ﹤0.01% 631
2024
Q1
Sell
-286
Closed -$33K 1252
2023
Q4
$33K Sell
286
-1
-0.3% -$115 0.01% 466
2023
Q3
$28K Hold
287
﹤0.01% 454
2023
Q2
$28K Hold
287
﹤0.01% 461
2023
Q1
$24K Hold
287
﹤0.01% 483
2022
Q4
$24K Hold
287
﹤0.01% 474
2022
Q3
$20K Hold
287
﹤0.01% 492
2022
Q2
$20K Hold
287
﹤0.01% 480
2022
Q1
$22K Hold
287
﹤0.01% 492
2021
Q4
$29K Buy
287
+56
+24% +$5.66K 0.01% 451
2021
Q3
$20K Buy
+231
New +$20K ﹤0.01% 491