Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$119K Hold
751
﹤0.01% 134
2025
Q1
$81.4K Hold
751
﹤0.01% 143
2024
Q4
$101K Buy
751
+35
+5% +$4.7K ﹤0.01% 154
2024
Q3
$87K Buy
716
+61
+9% +$7.41K ﹤0.01% 156
2024
Q2
$80.9K Sell
655
-315
-32% -$38.9K ﹤0.01% 159
2024
Q1
$87.6K Sell
970
-20
-2% -$1.81K ﹤0.01% 160
2023
Q4
$49K Buy
+990
New +$49K ﹤0.01% 156