Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42K Hold
400
﹤0.01% 1390
2025
Q1
$44K Buy
+400
New +$44K ﹤0.01% 1203
2024
Q4
Sell
-451
Closed -$50K 1259
2024
Q3
$50K Sell
451
-40
-8% -$4.44K ﹤0.01% 1174
2024
Q2
$43K Hold
491
﹤0.01% 1184
2024
Q1
$42K Hold
491
﹤0.01% 1181
2023
Q4
$40K Sell
491
-422
-46% -$34.4K ﹤0.01% 1196
2023
Q3
$70K Buy
+913
New +$70K 0.01% 1028