Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Buy
+938
New +$258K 0.01% 788
2025
Q1
Sell
-1,073
Closed -$211K 900
2024
Q4
$211K Sell
1,073
-152
-12% -$29.9K ﹤0.01% 804
2024
Q3
$255K Hold
1,225
0.01% 734
2024
Q2
$287K Hold
1,225
0.01% 655
2024
Q1
$217K Buy
+1,225
New +$217K 0.01% 687