Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Sell
900
-5
-0.6% -$1.52K ﹤0.01% 169
2025
Q1
$243K Buy
+905
New +$243K ﹤0.01% 169
2024
Q4
Sell
-924
Closed -$212K 189
2024
Q3
$212K Sell
924
-423
-31% -$96.9K ﹤0.01% 177
2024
Q2
$272K Hold
1,347
﹤0.01% 162
2024
Q1
$263K Hold
1,347
﹤0.01% 158
2023
Q4
$208K Buy
+1,347
New +$208K ﹤0.01% 195