Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$693 Buy
+36
New +$693 ﹤0.01% 1661
2024
Q4
Sell
-23
Closed -$591 1305
2024
Q3
$591 Hold
23
﹤0.01% 1150
2024
Q2
$761 Hold
23
﹤0.01% 901
2024
Q1
$767 Hold
23
﹤0.01% 914
2023
Q4
$814 Buy
+23
New +$814 ﹤0.01% 959