Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
489
2025
Q1
Hold
0
499
2024
Q4
Hold
0
502
2024
Q2
Sell
-12,904
Closed -$147K 437
2024
Q1
$147K Buy
12,904
+784
+6% +$8.95K ﹤0.01% 99
2023
Q4
$128K Buy
+12,120
New +$128K ﹤0.01% 120