Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-325
Closed -$2K 1466
2025
Q1
$2K Hold
325
﹤0.01% 749
2024
Q4
$2K Hold
325
﹤0.01% 746
2024
Q3
$4K Hold
325
﹤0.01% 577
2024
Q2
$4K Hold
325
﹤0.01% 521
2024
Q1
$2K Hold
325
﹤0.01% 732
2023
Q4
$2K Hold
325
﹤0.01% 594
2023
Q3
$2K Buy
+325
New +$2K ﹤0.01% 505
2023
Q2
Sell
-35
Closed 948
2023
Q1
$0 Buy
+35
New ﹤0.01% 704