Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.18K Hold
145
﹤0.01% 598
2025
Q1
$3.93K Buy
+145
New +$3.93K ﹤0.01% 623
2022
Q4
Sell
-218
Closed -$5K 869
2022
Q3
$5K Sell
218
-333
-60% -$7.64K ﹤0.01% 607
2022
Q2
$13K Hold
551
0.01% 488
2022
Q1
$16K Sell
551
-13
-2% -$377 0.01% 467
2021
Q4
$16K Hold
564
0.01% 462
2021
Q3
$17K Buy
564
+218
+63% +$6.57K 0.01% 441
2021
Q2
$11K Hold
346
0.01% 489
2021
Q1
$10K Buy
346
+28
+9% +$809 0.01% 475
2020
Q4
$9K Buy
+318
New +$9K 0.01% 456