Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$36.2K Buy
300
+124
+70% +$14.9K ﹤0.01% 1199
2025
Q1
$20.5K Buy
+176
New +$20.5K ﹤0.01% 1349
2023
Q3
Sell
-209
Closed -$13.9K 1724
2023
Q2
$13.9K Hold
209
﹤0.01% 838
2023
Q1
$12.3K Hold
209
﹤0.01% 865
2022
Q4
$9.79K Buy
209
+1
+0.5% +$47 ﹤0.01% 863
2022
Q3
$7K Hold
208
﹤0.01% 869
2022
Q2
$9K Buy
+208
New +$9K ﹤0.01% 742