Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,490
Closed -$39K 1781
2025
Q1
$39K Hold
5,490
﹤0.01% 1832
2024
Q4
$51K Buy
5,490
+2,808
+105% +$26.1K ﹤0.01% 1810
2024
Q3
$35K Hold
2,682
﹤0.01% 1813
2024
Q2
$41K Hold
2,682
﹤0.01% 1717
2024
Q1
$35K Hold
2,682
﹤0.01% 1715
2023
Q4
$36K Hold
2,682
﹤0.01% 1723
2023
Q3
$35K Sell
2,682
-2,772
-51% -$36.2K ﹤0.01% 1711
2023
Q2
$79K Hold
5,454
﹤0.01% 1251
2023
Q1
$72K Buy
+5,454
New +$72K ﹤0.01% 1301