Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.2K Sell
90
-75
-45% -$12.7K ﹤0.01% 1274
2025
Q1
$25.4K Buy
165
+15
+10% +$2.31K ﹤0.01% 1133
2024
Q4
$25.5K Hold
150
﹤0.01% 1142
2024
Q3
$26.1K Sell
150
-765
-84% -$133K ﹤0.01% 1120
2024
Q2
$157K Hold
915
﹤0.01% 702
2024
Q1
$238K Hold
915
0.01% 627
2023
Q4
$183K Buy
+915
New +$183K ﹤0.01% 665
2020
Q2
Hold
0
1344
2020
Q1
Hold
0
1403