Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,309
Closed -$72K 1818
2025
Q1
$72K Buy
7,309
+2,568
+54% +$25.3K ﹤0.01% 1666
2024
Q4
$72K Hold
4,741
﹤0.01% 1721
2024
Q3
$71K Buy
4,741
+1,619
+52% +$24.2K ﹤0.01% 1520
2024
Q2
$38K Hold
3,122
﹤0.01% 1752
2024
Q1
$60K Buy
+3,122
New +$60K ﹤0.01% 1445