Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,402
Closed -$28.2K 1025
2025
Q1
$28.2K Hold
1,402
﹤0.01% 688
2024
Q4
$37.6K Sell
1,402
-1,400
-50% -$37.5K ﹤0.01% 647
2024
Q3
$92.8K Hold
2,802
﹤0.01% 511
2024
Q2
$131K Hold
2,802
0.01% 459
2024
Q1
$98.5K Buy
+2,802
New +$98.5K ﹤0.01% 489