Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$57K Sell
574
-69
-11% -$6.85K ﹤0.01% 1262
2025
Q1
$49K Buy
+643
New +$49K ﹤0.01% 1171
2024
Q4
Sell
-771
Closed -$56K 1659
2024
Q3
$56K Hold
771
﹤0.01% 1139
2024
Q2
$51K Sell
771
-172
-18% -$11.4K ﹤0.01% 1138
2024
Q1
$25K Buy
943
+105
+13% +$2.78K ﹤0.01% 1375
2023
Q4
$25K Hold
838
﹤0.01% 1391
2023
Q3
$21K Buy
+838
New +$21K ﹤0.01% 1431