Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,949
Closed -$49K 1812
2025
Q1
$49K Hold
6,949
﹤0.01% 1795
2024
Q4
$70K Buy
6,949
+2,590
+59% +$26.1K ﹤0.01% 1734
2024
Q3
$64K Hold
4,359
﹤0.01% 1588
2024
Q2
$68K Buy
+4,359
New +$68K ﹤0.01% 1436