Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20K Hold
436
﹤0.01% 1703
2025
Q1
$21K Buy
+436
New +$21K ﹤0.01% 1460
2024
Q4
Sell
-475
Closed -$29K 1342
2024
Q3
$29K Hold
475
﹤0.01% 1352
2024
Q2
$27K Buy
475
+3
+0.6% +$171 ﹤0.01% 1338
2024
Q1
$27K Sell
472
-206
-30% -$11.8K ﹤0.01% 1342
2023
Q4
$46K Sell
678
-50
-7% -$3.39K ﹤0.01% 1149
2023
Q3
$41K Buy
+728
New +$41K ﹤0.01% 1184