Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-16,805
Closed -$301K 366
2025
Q1
$301K Buy
16,805
+6,805
+68% +$122K 0.01% 284
2024
Q4
$178K Hold
10,000
0.01% 334
2024
Q3
$119K Hold
10,000
﹤0.01% 342
2024
Q2
$122K Hold
10,000
﹤0.01% 337
2024
Q1
$101K Hold
10,000
﹤0.01% 350
2023
Q4
$87.8K Hold
10,000
﹤0.01% 338
2023
Q3
$57.5K Hold
10,000
﹤0.01% 307
2023
Q2
$55.3K Hold
10,000
﹤0.01% 318
2023
Q1
$62.2K Hold
10,000
﹤0.01% 317
2022
Q4
$46.5K Hold
10,000
﹤0.01% 318
2022
Q3
$104K Buy
+10,000
New +$104K 0.01% 306