Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-135
Closed -$339 3770
2025
Q1
$339 Sell
135
-64
-32% -$161 ﹤0.01% 3729
2024
Q4
$521 Hold
199
﹤0.01% 3567
2024
Q3
$760 Hold
199
﹤0.01% 3319
2024
Q2
$613 Hold
199
﹤0.01% 3164
2024
Q1
$1.13K Hold
199
﹤0.01% 2916
2023
Q4
$788 Buy
+199
New +$788 ﹤0.01% 2861