Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Hold
930
﹤0.01% 787
2025
Q1
$84.4K Hold
930
﹤0.01% 816
2024
Q4
$135K Sell
930
-70
-7% -$10.2K ﹤0.01% 727
2024
Q3
$217K Hold
1,000
﹤0.01% 665
2024
Q2
$157K Hold
1,000
﹤0.01% 688
2024
Q1
$128K Hold
1,000
﹤0.01% 740
2023
Q4
$90K Buy
+1,000
New +$90K ﹤0.01% 793
2023
Q1
Sell
-32
Closed -$3.49K 1633
2022
Q4
$3.49K Buy
+32
New +$3.49K ﹤0.01% 1432