Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$217K Buy
+5,045
New +$217K 0.01% 653
2025
Q1
Sell
-706
Closed -$29.5K 1524
2024
Q4
$29.5K Sell
706
-213
-23% -$8.91K ﹤0.01% 1319
2024
Q3
$8.03K Hold
919
﹤0.01% 1625
2024
Q2
$6.46K Buy
919
+388
+73% +$2.73K ﹤0.01% 1652
2024
Q1
$5.3K Buy
531
+31
+6% +$310 ﹤0.01% 2064
2023
Q4
$6.2K Hold
500
﹤0.01% 1089
2023
Q3
$7.44K Hold
500
﹤0.01% 1086
2023
Q2
$6.77K Buy
+500
New +$6.77K ﹤0.01% 1095