Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,120
Closed -$41.5K 1141
2025
Q1
$41.5K Hold
2,120
﹤0.01% 926
2024
Q4
$33.2K Sell
2,120
-27
-1% -$423 ﹤0.01% 957
2024
Q3
$39K Buy
2,147
+782
+57% +$14.2K ﹤0.01% 926
2024
Q2
$22.5K Buy
1,365
+582
+74% +$9.6K ﹤0.01% 1240
2024
Q1
$11.8K Buy
+783
New +$11.8K ﹤0.01% 1160