Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-153
Closed -$6.47K 1198
2025
Q1
$6.47K Hold
153
﹤0.01% 515
2024
Q4
$5.2K Sell
153
-14
-8% -$476 ﹤0.01% 582
2024
Q3
$5.9K Sell
167
-37
-18% -$1.31K ﹤0.01% 585
2024
Q2
$8.21K Buy
204
+37
+22% +$1.49K ﹤0.01% 486
2024
Q1
$8.13K Hold
167
﹤0.01% 452
2023
Q4
$8.13K Buy
+167
New +$8.13K ﹤0.01% 452