Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$64.6K Sell
611
-8
-1% -$846 ﹤0.01% 1904
2025
Q1
$69.3K Hold
619
﹤0.01% 1728
2024
Q4
$68.9K Buy
619
+1
+0.2% +$111 ﹤0.01% 1669
2024
Q3
$67.3K Buy
+618
New +$67.3K ﹤0.01% 1587
2023
Q1
Sell
-834
Closed -$15K 3575
2022
Q4
$15K Sell
834
-9
-1% -$162 ﹤0.01% 3100
2022
Q3
$18K Hold
843
﹤0.01% 3175
2022
Q2
$18K Hold
843
﹤0.01% 2930
2022
Q1
$18K Buy
+843
New +$18K ﹤0.01% 2930