Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,960
Closed -$81.9K 2014
2025
Q1
$81.9K Sell
13,960
-780
-5% -$4.58K ﹤0.01% 1770
2024
Q4
$112K Buy
14,740
+7,101
+93% +$54K ﹤0.01% 1780
2024
Q3
$35.9K Hold
7,639
﹤0.01% 1869
2024
Q2
$32.7K Buy
7,639
+2,225
+41% +$9.52K ﹤0.01% 1813
2024
Q1
$25.4K Hold
5,414
﹤0.01% 1889
2023
Q4
$28.1K Hold
5,414
﹤0.01% 1930
2023
Q3
$30K Hold
5,414
﹤0.01% 1901
2023
Q2
$35.1K Hold
5,414
﹤0.01% 1923
2023
Q1
$41.7K Hold
5,414
﹤0.01% 1900
2022
Q4
$36.9K Hold
5,414
﹤0.01% 1735
2022
Q3
$44K Buy
+5,414
New +$44K ﹤0.01% 1685