Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-410
Closed -$65.8K 79
2025
Q1
$65.8K Hold
410
﹤0.01% 452
2024
Q4
$71.4K Hold
410
﹤0.01% 447
2024
Q3
$92.8K Hold
410
﹤0.01% 449
2024
Q2
$89.4K Hold
410
﹤0.01% 447
2024
Q1
$105K Buy
+410
New +$105K ﹤0.01% 460