Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-518
Closed -$1K 3030
2025
Q1
$1K Hold
518
﹤0.01% 2903
2024
Q4
$1K Hold
518
﹤0.01% 2945
2024
Q3
$2K Hold
518
﹤0.01% 2925
2024
Q2
$5K Buy
+518
New +$5K ﹤0.01% 2750