Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.11K Buy
379
+22
+6% +$239 ﹤0.01% 866
2025
Q1
$3.58K Buy
357
+21
+6% +$211 ﹤0.01% 889
2024
Q4
$3.33K Hold
336
﹤0.01% 1140
2024
Q3
$3.62K Buy
336
+74
+28% +$798 ﹤0.01% 922
2024
Q2
$3.2K Hold
262
﹤0.01% 897
2024
Q1
$3.42K Buy
+262
New +$3.42K ﹤0.01% 873
2023
Q1
Sell
-2,041
Closed -$23.7K 914
2022
Q4
$23.7K Buy
+2,041
New +$23.7K 0.01% 542