Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,333
Closed -$75K 4690
2025
Q1
$75K Sell
11,333
-2,163
-16% -$14.3K ﹤0.01% 1680
2024
Q4
$69.4K Sell
13,496
-1,411
-9% -$7.25K ﹤0.01% 1485
2024
Q3
$91.7K Sell
14,907
-2,727
-15% -$16.8K ﹤0.01% 1337
2024
Q2
$139K Buy
17,634
+17,194
+3,908% +$135K 0.01% 995
2024
Q1
$3.6K Hold
440
﹤0.01% 2228
2023
Q4
$3.05K Hold
440
﹤0.01% 2233
2023
Q3
$3.65K Hold
440
﹤0.01% 1630
2023
Q2
$2.96K Hold
440
﹤0.01% 1617
2023
Q1
$3.11K Hold
440
﹤0.01% 1481
2022
Q4
$3.15K Buy
+440
New +$3.15K ﹤0.01% 1300