Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.7K Buy
650
+85
+15% +$2.19K ﹤0.01% 415
2025
Q1
$14.3K Hold
565
﹤0.01% 406
2024
Q4
$12K Hold
565
﹤0.01% 427
2024
Q3
$10.9K Buy
565
+215
+61% +$4.15K ﹤0.01% 440
2024
Q2
$5.95K Sell
350
-350
-50% -$5.95K ﹤0.01% 510
2024
Q1
$12K Hold
700
﹤0.01% 535
2023
Q4
$11.5K Hold
700
﹤0.01% 475
2023
Q3
$11.5K Buy
+700
New +$11.5K ﹤0.01% 474