Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-24,414
Closed -$39K 1750
2025
Q1
$39K Hold
24,414
﹤0.01% 1830
2024
Q4
$86K Buy
24,414
+7,592
+45% +$26.7K ﹤0.01% 1642
2024
Q3
$76K Hold
16,822
﹤0.01% 1468
2024
Q2
$71K Buy
+16,822
New +$71K ﹤0.01% 1401
2023
Q4
Sell
-8,443
Closed -$18K 1885
2023
Q3
$18K Buy
+8,443
New +$18K ﹤0.01% 1892