Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$141 Sell
28
-5
-15% -$25 ﹤0.01% 1158
2025
Q1
$150 Sell
33
-43
-57% -$195 ﹤0.01% 1093
2024
Q4
$359 Buy
76
+17
+29% +$80 ﹤0.01% 843
2024
Q3
$225 Sell
59
-19
-24% -$72 ﹤0.01% 1093
2024
Q2
$277 Hold
78
﹤0.01% 1007
2024
Q1
$245 Hold
78
﹤0.01% 1205
2023
Q4
$263 Buy
+78
New +$263 ﹤0.01% 1215