Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-195
Closed -$743 1020
2025
Q1
$743 Buy
+195
New +$743 ﹤0.01% 787
2024
Q4
Sell
-52
Closed -$347 647
2024
Q3
$347 Buy
52
+7
+16% +$47 ﹤0.01% 580
2024
Q2
$187 Buy
+45
New +$187 ﹤0.01% 556
2023
Q2
Sell
-4,687
Closed -$49.3K 347
2023
Q1
$49.3K Hold
4,687
0.03% 106
2022
Q4
$45.7K Hold
4,687
0.03% 110
2022
Q3
$73.9K Buy
+4,687
New +$73.9K 0.06% 93