Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$477 Buy
7
+1
+17% +$68 ﹤0.01% 282
2025
Q1
$363 Buy
6
+4
+200% +$242 ﹤0.01% 302
2024
Q4
$138 Hold
2
﹤0.01% 295
2024
Q3
$132 Hold
2
﹤0.01% 339
2024
Q2
$121 Sell
2
-1
-33% -$61 ﹤0.01% 308
2024
Q1
$171 Hold
3
﹤0.01% 258
2023
Q4
$188 Hold
3
﹤0.01% 239
2023
Q3
$173 Buy
+3
New +$173 ﹤0.01% 240
2023
Q2
Hold
0
-$145 168
2023
Q1
Sell
-2
Closed -$161 255
2022
Q4
$161 Hold
2
﹤0.01% 243
2022
Q3
$0 Hold
2
﹤0.01% 236
2022
Q2
$151 Buy
+2
New +$151 ﹤0.01% 243
2022
Q1
Sell
-1
Closed -$73 254
2021
Q4
$73 Buy
+1
New +$73 ﹤0.01% 364
2021
Q3
Hold
0
-$84K 359
2021
Q2
Hold
0
347