Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,919
Closed -$1.27K 1590
2025
Q1
$1.27K Buy
+1,919
New +$1.27K ﹤0.01% 1214
2024
Q4
Sell
-100
Closed -$136 1158
2024
Q3
$136 Hold
100
﹤0.01% 1220
2024
Q2
$142 Hold
100
﹤0.01% 1224
2024
Q1
$223 Hold
100
﹤0.01% 1239
2023
Q4
$347 Hold
100
﹤0.01% 579
2023
Q3
$314 Hold
100
﹤0.01% 599
2023
Q2
$414 Hold
100
﹤0.01% 628
2023
Q1
$503 Hold
100
﹤0.01% 732
2022
Q4
$498 Hold
100
﹤0.01% 712
2022
Q3
$0 Hold
100
﹤0.01% 721
2022
Q2
$1K Hold
100
﹤0.01% 634
2022
Q1
$1K Hold
100
﹤0.01% 604
2021
Q4
$1.03K Buy
+100
New +$1.03K ﹤0.01% 599