Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31K Hold
620
﹤0.01% 277
2025
Q1
$20.5K Hold
620
﹤0.01% 319
2024
Q4
$23.8K Hold
620
﹤0.01% 305
2024
Q3
$20.7K Hold
620
﹤0.01% 349
2024
Q2
$18.3K Hold
620
﹤0.01% 321
2024
Q1
$17.7K Sell
620
-203
-25% -$5.81K ﹤0.01% 300
2023
Q4
$14.9K Hold
823
﹤0.01% 299
2023
Q3
$16.7K Hold
823
﹤0.01% 272
2023
Q2
$16.9K Hold
823
﹤0.01% 278
2023
Q1
$12.8K Hold
823
﹤0.01% 300
2022
Q4
$13.3K Hold
823
﹤0.01% 301
2022
Q3
$10K Buy
+823
New +$10K ﹤0.01% 303