Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$35K Buy
384
+35
+10% +$3.19K ﹤0.01% 1458
2025
Q1
$31K Buy
+349
New +$31K ﹤0.01% 1315
2024
Q4
Sell
-410
Closed -$35K 1466
2024
Q3
$35K Hold
410
﹤0.01% 1290
2024
Q2
$32K Buy
410
+83
+25% +$6.48K ﹤0.01% 1276
2024
Q1
$29K Buy
327
+102
+45% +$9.05K ﹤0.01% 1310
2023
Q4
$19K Sell
225
-40
-15% -$3.38K ﹤0.01% 1498
2023
Q3
$22K Buy
+265
New +$22K ﹤0.01% 1406