Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
214
2025
Q1
Hold
0
223
2024
Q4
Hold
0
173
2024
Q3
Hold
0
195
2024
Q2
Hold
0
173
2024
Q1
Sell
-13,674
Closed -$247K 222
2023
Q4
$247K Sell
13,674
-16,366
-54% -$295K 0.02% 55
2023
Q3
$485K Buy
+30,040
New +$485K 0.02% 99