Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273 Sell
4
-1
-20% -$68 ﹤0.01% 338
2025
Q1
$298 Buy
+5
New +$298 ﹤0.01% 316
2024
Q4
Sell
-2
Closed -$144 346
2024
Q3
$144 Hold
2
﹤0.01% 329
2024
Q2
$141 Hold
2
﹤0.01% 295
2024
Q1
$159 Hold
2
﹤0.01% 264
2023
Q4
$179 Hold
2
﹤0.01% 242
2023
Q3
$197 Buy
+2
New +$197 ﹤0.01% 233
2023
Q2
Hold
0
-$224 63
2023
Q1
Sell
-2
Closed -$186 224
2022
Q4
$186 Hold
2
﹤0.01% 231
2022
Q3
$0 Hold
2
﹤0.01% 150
2022
Q2
$178 Buy
+2
New +$178 ﹤0.01% 226
2022
Q1
Sell
-2
Closed -$329 213
2021
Q4
$329 Buy
+2
New +$329 ﹤0.01% 200
2021
Q3
Hold
0
-$314K 195
2021
Q2
Hold
0
192