Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,968
Closed -$59K 1825
2025
Q1
$59K Hold
5,968
﹤0.01% 1742
2024
Q4
$74K Buy
5,968
+2,563
+75% +$31.8K ﹤0.01% 1711
2024
Q3
$58K Hold
3,405
﹤0.01% 1643
2024
Q2
$78K Buy
+3,405
New +$78K ﹤0.01% 1328