Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-229
Closed -$4K 811
2025
Q1
$4K Hold
229
﹤0.01% 671
2024
Q4
$4K Hold
229
﹤0.01% 637
2024
Q3
$4K Buy
229
+5
+2% +$87 ﹤0.01% 624
2024
Q2
$4K Buy
224
+8
+4% +$143 ﹤0.01% 608
2024
Q1
$4K Hold
216
﹤0.01% 600
2023
Q4
$3K Sell
216
-437
-67% -$6.07K ﹤0.01% 593
2023
Q3
$9K Buy
653
+216
+49% +$2.98K 0.01% 509
2023
Q2
$6K Buy
+437
New +$6K ﹤0.01% 532