Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5K Hold
135
﹤0.01% 2101
2025
Q1
$5K Buy
+135
New +$5K ﹤0.01% 1859
2024
Q4
Sell
-165
Closed -$10K 1549
2024
Q3
$10K Hold
165
﹤0.01% 1728
2024
Q2
$9K Sell
165
-120
-42% -$6.55K ﹤0.01% 1712
2024
Q1
$18K Sell
285
-130
-31% -$8.21K ﹤0.01% 1490
2023
Q4
$26K Sell
415
-2,176
-84% -$136K ﹤0.01% 1366
2023
Q3
$173K Buy
+2,591
New +$173K 0.02% 740