Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-184
Closed -$5.68K 307
2025
Q1
$5.68K Buy
184
+1
+0.5% +$31 ﹤0.01% 646
2024
Q4
$5.78K Sell
183
-11
-6% -$348 ﹤0.01% 723
2024
Q3
$6.35K Buy
194
+16
+9% +$524 ﹤0.01% 712
2024
Q2
$4.71K Buy
178
+25
+16% +$661 ﹤0.01% 743
2024
Q1
$4.33K Hold
153
﹤0.01% 760
2023
Q4
$3.92K Buy
+153
New +$3.92K ﹤0.01% 739