Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$640 Hold
50
﹤0.01% 1788
2025
Q1
$515 Sell
50
-800
-94% -$8.24K ﹤0.01% 1613
2024
Q4
$10.8K Sell
850
-300
-26% -$3.81K ﹤0.01% 1300
2024
Q3
$14.7K Sell
1,150
-4,000
-78% -$51.2K ﹤0.01% 1229
2024
Q2
$65.3K Buy
5,150
+10
+0.2% +$127 ﹤0.01% 870
2024
Q1
$117K Buy
5,140
+30
+0.6% +$680 ﹤0.01% 763
2023
Q4
$127K Buy
5,110
+50
+1% +$1.24K ﹤0.01% 735
2023
Q3
$86.6K Hold
5,060
﹤0.01% 784
2023
Q2
$83.8K Buy
5,060
+4,960
+4,960% +$82.2K ﹤0.01% 788
2023
Q1
$1.76K Buy
+100
New +$1.76K ﹤0.01% 1506