Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-530
Closed -$13K 2567
2025
Q1
$13K Hold
530
﹤0.01% 1794
2024
Q4
$14.8K Buy
+530
New +$14.8K ﹤0.01% 1703
2023
Q2
Sell
-362
Closed -$7K 2365
2023
Q1
$7K Sell
362
-1,500
-81% -$29K ﹤0.01% 1702
2022
Q4
$37K Buy
1,862
+1,092
+142% +$21.7K ﹤0.01% 1053
2022
Q3
$14K Buy
+770
New +$14K ﹤0.01% 1231