Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.2K Sell
200
-200
-50% -$12.2K 0.01% 152
2025
Q1
$23K Hold
400
0.02% 154
2024
Q4
$19.8K Sell
400
-75
-16% -$3.71K 0.02% 147
2024
Q3
$21.5K Sell
475
-5,730
-92% -$259K 0.02% 149
2024
Q2
$270K Sell
6,205
-15,250
-71% -$663K 0.25% 89
2024
Q1
$844K Sell
21,455
-11,085
-34% -$436K 0.85% 46
2023
Q4
$1.32M Sell
32,540
-53,113
-62% -$2.15M 1.42% 26
2023
Q3
$1.48M Buy
85,653
+85,453
+42,727% +$1.48M 1.64% 18
2023
Q2
$7.92K Buy
+200
New +$7.92K 0.01% 210