Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17K Buy
1,570
+484
+45% +$5.25K ﹤0.01% 299
2025
Q1
$10.9K Hold
1,086
﹤0.01% 296
2024
Q4
$10.8K Hold
1,086
﹤0.01% 303
2024
Q3
$11.5K Hold
1,086
﹤0.01% 291
2024
Q2
$13.6K Hold
1,086
﹤0.01% 270
2024
Q1
$14.4K Sell
1,086
-1,086
-50% -$14.4K ﹤0.01% 285
2023
Q4
$26.5K Buy
2,172
+1,086
+100% +$13.2K 0.01% 209
2023
Q3
$13.5K Buy
+1,086
New +$13.5K ﹤0.01% 201
2020
Q3
$7K Buy
+1,086
New +$7K ﹤0.01% 310