Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.87K Sell
242
-4,179
-95% -$84K ﹤0.01% 750
2025
Q1
$107K Hold
4,421
0.01% 297
2024
Q4
$149K Hold
4,421
0.01% 267
2024
Q3
$212K Hold
4,421
0.01% 226
2024
Q2
$208K Hold
4,421
0.02% 227
2024
Q1
$260K Hold
4,421
0.02% 202
2023
Q4
$239K Sell
4,421
-5,346
-55% -$288K 0.02% 205
2023
Q3
$488K Hold
9,767
0.04% 123
2023
Q2
$502K Hold
9,767
0.05% 122
2023
Q1
$542K Hold
9,767
0.05% 114
2022
Q4
$517K Sell
9,767
-345
-3% -$18.3K 0.05% 115
2022
Q3
$434K Buy
+10,112
New +$434K 0.05% 119