Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$90K Hold
1,545
﹤0.01% 392
2025
Q1
$76.7K Hold
1,545
﹤0.01% 364
2024
Q4
$69.1K Sell
1,545
-200
-11% -$8.95K ﹤0.01% 383
2024
Q3
$83.9K Hold
1,745
﹤0.01% 347
2024
Q2
$88.8K Sell
1,745
-21
-1% -$1.07K ﹤0.01% 330
2024
Q1
$96K Hold
1,766
﹤0.01% 334
2023
Q4
$99.9K Hold
1,766
0.01% 321
2023
Q3
$110K Hold
1,766
0.01% 291
2023
Q2
$104K Buy
+1,766
New +$104K 0.01% 303