Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$691 Sell
10
-6
-38% -$415 ﹤0.01% 1349
2025
Q1
$723 Buy
+16
New +$723 ﹤0.01% 1338
2024
Q3
Sell
-20
Closed -$604 1232
2024
Q2
$604 Hold
20
﹤0.01% 1185
2024
Q1
$745 Hold
20
﹤0.01% 1198
2023
Q4
$983 Hold
20
﹤0.01% 520
2023
Q3
$425 Hold
20
﹤0.01% 589
2023
Q2
$307 Hold
20
﹤0.01% 640
2023
Q1
$225 Hold
20
﹤0.01% 778
2022
Q4
$193 Hold
20
﹤0.01% 740
2022
Q3
$0 Hold
20
﹤0.01% 699
2022
Q2
$0 Hold
20
﹤0.01% 697
2022
Q1
$1K Buy
+20
New +$1K ﹤0.01% 578