Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-667
Closed -$156K 113
2025
Q1
$156K Buy
667
+115
+21% +$26.9K 0.04% 57
2024
Q4
$142K Buy
+552
New +$142K 0.07% 51
2023
Q4
Hold
0
71
2023
Q3
Hold
0
90
2023
Q1
Hold
0
81
2022
Q4
Hold
0
54