Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$260 Hold
8
﹤0.01% 959
2025
Q1
$248 Buy
+8
New +$248 ﹤0.01% 918
2024
Q4
Sell
-22
Closed -$667 1262
2024
Q3
$667 Buy
22
+4
+22% +$121 ﹤0.01% 817
2024
Q2
$555 Hold
18
﹤0.01% 799
2024
Q1
$571 Hold
18
﹤0.01% 854
2023
Q4
$613 Buy
18
+1
+6% +$34 ﹤0.01% 873
2023
Q3
$543 Sell
17
-15
-47% -$479 ﹤0.01% 787
2023
Q2
$922 Buy
+32
New +$922 ﹤0.01% 745