Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38K Hold
3,857
﹤0.01% 1908
2025
Q1
$28K Buy
3,857
+1,188
+45% +$8.62K ﹤0.01% 1953
2024
Q4
$21K Hold
2,669
﹤0.01% 2096
2024
Q3
$20K Hold
2,669
﹤0.01% 2132
2024
Q2
$21K Hold
2,669
﹤0.01% 2096
2024
Q1
$31K Sell
2,669
-6,082
-70% -$70.6K ﹤0.01% 1992
2023
Q4
$98K Sell
8,751
-620
-7% -$6.94K ﹤0.01% 2002
2023
Q3
$145K Hold
9,371
﹤0.01% 1888
2023
Q2
$178K Buy
+9,371
New +$178K ﹤0.01% 1865
2022
Q2
Sell
-1,226
Closed -$5K 3085
2022
Q1
$5K Buy
+1,226
New +$5K ﹤0.01% 3027