Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-24,757
Closed -$19.5K 1246
2025
Q1
$19.5K Sell
24,757
-49,188
-67% -$38.8K ﹤0.01% 1200
2024
Q4
$110K Sell
73,945
-14,456
-16% -$21.5K 0.01% 1160
2024
Q3
$187K Buy
+88,401
New +$187K ﹤0.01% 1535
2024
Q2
Hold
0
1611
2024
Q1
Hold
0
1476
2023
Q4
Hold
0
1587
2023
Q3
Hold
0
1448