Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-816
Closed -$18.5K 428
2025
Q1
$18.5K Buy
816
+406
+99% +$9.22K ﹤0.01% 332
2024
Q4
$8.22K Buy
+410
New +$8.22K ﹤0.01% 330
2024
Q3
Sell
-1,105
Closed -$34.2K 324
2024
Q2
$34.2K Hold
1,105
﹤0.01% 235
2024
Q1
$48.8K Hold
1,105
﹤0.01% 220
2023
Q4
$55.5K Buy
+1,105
New +$55.5K 0.01% 202