Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.3K Sell
314
-35
-10% -$3.37K 0.01% 660
2025
Q1
$35.1K Buy
349
+149
+75% +$15K 0.01% 561
2024
Q4
$17.8K Hold
200
﹤0.01% 772
2024
Q3
$17.5K Hold
200
﹤0.01% 703
2024
Q2
$14.2K Buy
+200
New +$14.2K ﹤0.01% 1166
2024
Q1
Sell
-200
Closed -$14.5K 557
2023
Q4
$14.5K Hold
200
﹤0.01% 714
2023
Q3
$15K Hold
200
﹤0.01% 748
2023
Q2
$16.6K Buy
+200
New +$16.6K ﹤0.01% 899