Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-500
Closed -$3.5K 123
2025
Q1
$3.5K Hold
500
﹤0.01% 120
2024
Q4
$6.03K Sell
500
-6
-1% -$72 ﹤0.01% 130
2024
Q3
$3.53K Sell
506
-342
-40% -$2.38K ﹤0.01% 127
2024
Q2
$18.8K Sell
848
-915
-52% -$20.3K 0.01% 122
2024
Q1
$77.2K Sell
1,763
-3,288
-65% -$144K 0.05% 116
2023
Q4
$392K Buy
+5,051
New +$392K 0.27% 76