Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-300
Closed -$46.3K 106
2025
Q1
$46.3K Buy
+300
New +$46.3K 0.02% 75
2024
Q3
Sell
-533
Closed -$63.1K 98
2024
Q2
$63.1K Buy
+533
New +$63.1K 0.02% 52
2023
Q4
$35.7K Hold
300
0.02% 65
2023
Q3
$34.6K Hold
300
0.02% 64
2023
Q2
$33.6K Buy
+300
New +$33.6K 0.02% 71