Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-125
Closed -$11.4K 407
2025
Q1
$11.4K Sell
125
-275
-69% -$25.1K ﹤0.01% 205
2024
Q4
$46.1K Sell
400
-40
-9% -$4.61K 0.01% 135
2024
Q3
$60.7K Hold
440
0.01% 114
2024
Q2
$60.7K Sell
440
-40
-8% -$5.52K 0.01% 114
2024
Q1
$54.8K Buy
+480
New +$54.8K 0.01% 119