Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-79
Closed -$3.88K 1935
2025
Q1
$3.88K Buy
79
+17
+27% +$836 ﹤0.01% 1921
2024
Q4
$3.7K Sell
62
-4,438
-99% -$265K ﹤0.01% 1946
2024
Q3
$217K Buy
4,500
+900
+25% +$43.3K ﹤0.01% 1634
2024
Q2
$154K Hold
3,600
﹤0.01% 1627
2024
Q1
$139K Hold
3,600
﹤0.01% 1706
2023
Q4
$118K Buy
3,600
+600
+20% +$19.6K ﹤0.01% 1742
2023
Q3
$108K Buy
3,000
+700
+30% +$25.1K ﹤0.01% 1740
2023
Q2
$81K Buy
+2,300
New +$81K ﹤0.01% 1810