Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$59.6K Buy
11,848
+1,015
+9% +$5.11K ﹤0.01% 1661
2025
Q1
$49.1K Hold
10,833
﹤0.01% 1654
2024
Q4
$51.1K Buy
+10,833
New +$51.1K ﹤0.01% 1658
2023
Q2
Sell
-11,658
Closed -$35.1K 1066
2023
Q1
$35.1K Hold
11,658
﹤0.01% 987
2022
Q4
$37.5K Hold
11,658
﹤0.01% 948
2022
Q3
$31K Buy
+11,658
New +$31K ﹤0.01% 872