Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-77,657
Closed -$51K 1811
2025
Q1
$51K Buy
77,657
+39,325
+103% +$25.8K ﹤0.01% 1787
2024
Q4
$51K Buy
38,332
+16,539
+76% +$22K ﹤0.01% 1811
2024
Q3
$38K Hold
21,793
﹤0.01% 1799
2024
Q2
$36K Hold
21,793
﹤0.01% 1773
2024
Q1
$54K Hold
21,793
﹤0.01% 1516
2023
Q4
$50K Buy
21,793
+9,222
+73% +$21.2K ﹤0.01% 1529
2023
Q3
$30K Buy
+12,571
New +$30K ﹤0.01% 1787