Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$106K Sell
4,787
-76
-2% -$1.69K ﹤0.01% 1383
2025
Q1
$112K Buy
4,863
+249
+5% +$5.72K ﹤0.01% 1291
2024
Q4
$107K Buy
+4,614
New +$107K ﹤0.01% 1333
2023
Q3
Sell
-6,400
Closed -$292K 1046
2023
Q2
$292K Buy
+6,400
New +$292K ﹤0.01% 803