Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$120K Buy
1,484
+8
+0.5% +$647 ﹤0.01% 627
2025
Q1
$120K Hold
1,476
﹤0.01% 607
2024
Q4
$108K Buy
+1,476
New +$108K ﹤0.01% 594
2023
Q4
Sell
-15
Closed -$1K 1216
2023
Q3
$1K Buy
+15
New +$1K ﹤0.01% 1157