Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31.2K Buy
225
+1
+0.4% +$139 ﹤0.01% 254
2025
Q1
$35.8K Buy
+224
New +$35.8K ﹤0.01% 247
2024
Q4
Sell
-224
Closed -$30.4K 221
2024
Q3
$30.4K Buy
+224
New +$30.4K 0.01% 206
2023
Q4
Sell
-224
Closed -$34.3K 153
2023
Q3
$34.3K Hold
224
0.01% 194
2023
Q2
$30.5K Buy
+224
New +$30.5K 0.01% 206
2016
Q4
Sell
-11,238
Closed -$603K 120
2016
Q3
$603K Buy
+11,238
New +$603K 0.34% 78