Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1854
2023
Q2
Sell
-482
Closed -$32.8K 2486
2023
Q1
$32.8K Sell
482
-467
-49% -$31.7K ﹤0.01% 1093
2022
Q4
$57K Buy
+949
New +$57K ﹤0.01% 1221
2021
Q4
Hold
0
2771
2021
Q3
Hold
0
2577
2021
Q2
Hold
0
2465
2021
Q1
Hold
0
2342