Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-51
Closed -$3K 806
2025
Q1
$3K Hold
51
﹤0.01% 692
2024
Q4
$3K Buy
51
+2
+4% +$118 ﹤0.01% 663
2024
Q3
$2K Hold
49
﹤0.01% 679
2024
Q2
$2K Buy
49
+3
+7% +$122 ﹤0.01% 659
2024
Q1
$2K Hold
46
﹤0.01% 651
2023
Q4
$2K Hold
46
﹤0.01% 625
2023
Q3
$2K Buy
+46
New +$2K ﹤0.01% 642