Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-262
Closed -$12.1K 282
2025
Q1
$12.1K Hold
262
﹤0.01% 430
2024
Q4
$9.86K Hold
262
﹤0.01% 528
2024
Q3
$10.6K Hold
262
﹤0.01% 526
2024
Q2
$9.07K Buy
+262
New +$9.07K ﹤0.01% 532
2024
Q1
Sell
-28
Closed -$1.01K 827
2023
Q4
$1.01K Hold
28
﹤0.01% 768
2023
Q3
$1.06K Hold
28
﹤0.01% 729
2023
Q2
$1.14K Buy
+28
New +$1.14K ﹤0.01% 710