Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$861 Buy
+20
New +$861 ﹤0.01% 1819
2023
Q3
Sell
-4,355
Closed -$97.2K 1800
2023
Q2
$97.2K Hold
4,355
﹤0.01% 795
2023
Q1
$77.7K Hold
4,355
﹤0.01% 815
2022
Q4
$76.4K Hold
4,355
﹤0.01% 812
2022
Q3
$72.3K Buy
+4,355
New +$72.3K ﹤0.01% 834