Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-311
Closed -$23.1K 968
2025
Q1
$23.1K Hold
311
﹤0.01% 488
2024
Q4
$23.1K Hold
311
﹤0.01% 488
2024
Q3
$23.2K Hold
311
﹤0.01% 485
2024
Q2
$18.6K Hold
311
﹤0.01% 508
2024
Q1
$28.5K Hold
311
﹤0.01% 414
2023
Q4
$28.5K Hold
311
﹤0.01% 414
2023
Q3
$22K Buy
+311
New +$22K ﹤0.01% 469
2023
Q1
Sell
-56
Closed -$2.28K 804
2022
Q4
$2.28K Buy
+56
New +$2.28K ﹤0.01% 726