Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-328
Closed -$34.5K 1201
2025
Q1
$34.5K Buy
328
+58
+21% +$6.1K 0.01% 574
2024
Q4
$21.3K Buy
270
+10
+4% +$788 ﹤0.01% 761
2024
Q3
$19.3K Buy
260
+60
+30% +$4.46K ﹤0.01% 724
2024
Q2
$18.7K Buy
200
+30
+18% +$2.81K ﹤0.01% 705
2024
Q1
$17.8K Hold
170
﹤0.01% 707
2023
Q4
$15.4K Buy
+170
New +$15.4K ﹤0.01% 723
2023
Q3
Hold
0
1453
2023
Q2
Sell
-6
Closed -$517 1471
2023
Q1
$517 Buy
+6
New +$517 ﹤0.01% 1266