Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,133
Closed -$112K 384
2025
Q1
$112K Hold
1,133
0.01% 126
2024
Q4
$114K Sell
1,133
-603
-35% -$60.5K 0.01% 128
2024
Q3
$158K Buy
1,736
+603
+53% +$54.9K 0.02% 123
2024
Q2
$92.4K Hold
1,133
0.01% 155
2024
Q1
$90.8K Hold
1,133
0.01% 134
2023
Q4
$79.6K Hold
1,133
0.01% 134
2023
Q3
$71.9K Buy
+1,133
New +$71.9K 0.01% 140