Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,155
Closed -$11.2K 3747
2025
Q1
$11.2K Hold
3,155
﹤0.01% 3148
2024
Q4
$20.4K Hold
3,155
﹤0.01% 3023
2024
Q3
$7.78K Hold
3,155
﹤0.01% 3234
2024
Q2
$8.1K Hold
3,155
﹤0.01% 3207
2024
Q1
$10.8K Hold
3,155
﹤0.01% 3174
2023
Q4
$13.4K Hold
3,155
﹤0.01% 3083
2023
Q3
$6.75K Buy
+3,155
New +$6.75K ﹤0.01% 3290