Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$116K Sell
717
-2
-0.3% -$323 ﹤0.01% 834
2025
Q1
$76.8K Hold
719
﹤0.01% 904
2024
Q4
$88.7K Hold
719
﹤0.01% 857
2024
Q3
$103K Sell
719
-381
-35% -$54.5K ﹤0.01% 800
2024
Q2
$180K Buy
1,100
+110
+11% +$18K ﹤0.01% 672
2024
Q1
$124K Buy
990
+390
+65% +$48.7K ﹤0.01% 758
2023
Q4
$45.1K Hold
600
﹤0.01% 934
2023
Q3
$32.1K Buy
+600
New +$32.1K ﹤0.01% 999