Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29K Hold
2,798
0.01% 409
2025
Q1
$28.8K Hold
2,798
0.01% 405
2024
Q4
$26.7K Sell
2,798
-1,010
-27% -$9.64K 0.01% 396
2024
Q3
$40.3K Hold
3,808
0.01% 353
2024
Q2
$31.5K Sell
3,808
-125
-3% -$1.03K 0.01% 371
2024
Q1
$33K Buy
3,933
+910
+30% +$7.64K 0.01% 358
2023
Q4
$25K Hold
3,023
0.01% 372
2023
Q3
$25K Hold
3,023
0.01% 358
2023
Q2
$25K Hold
3,023
0.01% 368
2023
Q1
$25K Buy
+3,023
New +$25K 0.01% 355