Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$530 Hold
4
﹤0.01% 592
2025
Q1
$478 Buy
+4
New +$478 ﹤0.01% 584
2024
Q1
Sell
-3
Closed -$408 679
2023
Q4
$408 Sell
3
-2
-40% -$272 ﹤0.01% 670
2023
Q3
$686 Buy
5
+1
+25% +$137 ﹤0.01% 726
2023
Q2
$513 Buy
+4
New +$513 ﹤0.01% 858