Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$83.3K Hold
304
﹤0.01% 1417
2025
Q1
$106K Buy
304
+1
+0.3% +$349 ﹤0.01% 1264
2024
Q4
$138K Buy
303
+3
+1% +$1.37K ﹤0.01% 1186
2024
Q3
$131K Hold
300
﹤0.01% 1104
2024
Q2
$142K Hold
300
﹤0.01% 1052
2024
Q1
$176K Hold
300
﹤0.01% 960
2023
Q4
$131K Sell
300
-5
-2% -$2.19K ﹤0.01% 989
2023
Q3
$122K Buy
305
+5
+2% +$1.99K ﹤0.01% 951
2023
Q2
$103K Sell
300
-2
-0.7% -$685 ﹤0.01% 945
2023
Q1
$82.2K Buy
302
+2
+0.7% +$544 ﹤0.01% 947
2022
Q4
$62.9K Buy
+300
New +$62.9K ﹤0.01% 991
2018
Q1
Sell
-18
Closed -$1K 1895
2017
Q4
$1K Buy
+18
New +$1K ﹤0.01% 1695