Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-515
Closed -$14.3K 983
2025
Q1
$14.3K Buy
515
+125
+32% +$3.46K 0.01% 390
2024
Q4
$12.7K Buy
390
+78
+25% +$2.55K 0.01% 401
2024
Q3
$11.2K Hold
312
0.01% 432
2024
Q2
$10.9K Hold
312
0.01% 413
2024
Q1
$9.43K Hold
312
0.01% 447
2023
Q4
$9.39K Buy
+312
New +$9.39K 0.01% 434