Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26K Sell
1,000
-170
-15% -$4.42K ﹤0.01% 949
2025
Q1
$30K Hold
1,170
﹤0.01% 905
2024
Q4
$25K Hold
1,170
﹤0.01% 890
2024
Q3
$23K Buy
+1,170
New +$23K ﹤0.01% 882
2023
Q4
Sell
-35
Closed -$1K 1205
2023
Q3
$1K Buy
+35
New +$1K ﹤0.01% 1143
2022
Q4
Sell
-70
Closed -$1K 1152
2022
Q3
$1K Buy
+70
New +$1K ﹤0.01% 1076