Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37K Sell
406
-40
-9% -$3.65K ﹤0.01% 1432
2025
Q1
$40K Buy
+446
New +$40K ﹤0.01% 1231
2024
Q4
Sell
-466
Closed -$36K 1721
2024
Q3
$36K Hold
466
﹤0.01% 1284
2024
Q2
$34K Hold
466
﹤0.01% 1253
2024
Q1
$36K Hold
466
﹤0.01% 1228
2023
Q4
$32K Hold
466
﹤0.01% 1276
2023
Q3
$29K Buy
+466
New +$29K ﹤0.01% 1304