Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,500
Closed -$37.8K 362
2025
Q1
$37.8K Sell
1,500
-500
-25% -$12.6K ﹤0.01% 277
2024
Q4
$48K Hold
2,000
﹤0.01% 291
2024
Q3
$51.3K Buy
2,000
+1,500
+300% +$38.5K ﹤0.01% 271
2024
Q2
$8.94K Buy
+500
New +$8.94K ﹤0.01% 297