Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,890
Closed -$43.5K 2086
2025
Q1
$43.5K Buy
4,890
+1,108
+29% +$9.86K ﹤0.01% 1825
2024
Q4
$44.5K Hold
3,782
﹤0.01% 1851
2024
Q3
$51.9K Hold
3,782
﹤0.01% 1837
2024
Q2
$52.3K Buy
+3,782
New +$52.3K ﹤0.01% 1787