Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,273
Closed -$30.6K 1298
2025
Q1
$30.6K Hold
10,273
﹤0.01% 1146
2024
Q4
$18.4K Sell
10,273
-1,491
-13% -$2.67K ﹤0.01% 1141
2024
Q3
$20.6K Hold
11,764
﹤0.01% 1073
2024
Q2
$20.1K Hold
11,764
﹤0.01% 1120
2024
Q1
$20.6K Hold
11,764
﹤0.01% 1072
2023
Q4
$27.1K Hold
11,764
﹤0.01% 1046
2023
Q3
$18.2K Hold
11,764
﹤0.01% 1010
2023
Q2
$22.2K Hold
11,764
﹤0.01% 962
2023
Q1
$22.2K Hold
11,764
﹤0.01% 955
2022
Q4
$22.5K Buy
+11,764
New +$22.5K ﹤0.01% 898