Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$68.2K Buy
850
+300
+55% +$24.1K ﹤0.01% 428
2025
Q1
$39.7K Hold
550
﹤0.01% 422
2024
Q4
$42.1K Hold
550
﹤0.01% 434
2024
Q3
$48.7K Sell
550
-250
-31% -$22.1K ﹤0.01% 392
2024
Q2
$68.7K Sell
800
-300
-27% -$25.8K ﹤0.01% 354
2024
Q1
$106K Hold
1,100
0.01% 321
2023
Q4
$88.5K Hold
1,100
﹤0.01% 336
2023
Q3
$86K Hold
1,100
﹤0.01% 313
2023
Q2
$74.4K Buy
+1,100
New +$74.4K ﹤0.01% 326