Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6K Hold
3,170
﹤0.01% 2676
2025
Q1
$8K Hold
3,170
﹤0.01% 2475
2024
Q4
$11K Hold
3,170
﹤0.01% 2392
2024
Q3
$13K Hold
3,170
﹤0.01% 2332
2024
Q2
$12K Hold
3,170
﹤0.01% 2357
2024
Q1
$17K Sell
3,170
-4,380
-58% -$23.5K ﹤0.01% 2206
2023
Q4
$47K Sell
7,550
-762
-9% -$4.74K ﹤0.01% 2283
2023
Q3
$43K Hold
8,312
﹤0.01% 2320
2023
Q2
$42K Sell
8,312
-83
-1% -$419 ﹤0.01% 2400
2023
Q1
$31K Sell
8,395
-1,365
-14% -$5.04K ﹤0.01% 2493
2022
Q4
$35K Buy
+9,760
New +$35K ﹤0.01% 2578