Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23K Buy
530
+30
+6% +$1.3K 0.01% 294
2025
Q1
$18K Hold
500
﹤0.01% 303
2024
Q4
$18K Sell
500
-100
-17% -$3.6K ﹤0.01% 303
2024
Q3
$16K Hold
600
﹤0.01% 296
2024
Q2
$15K Buy
+600
New +$15K ﹤0.01% 270