Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3K Buy
1,030
+100
+11% +$291 ﹤0.01% 2236
2025
Q1
$3K Buy
+930
New +$3K ﹤0.01% 1979
2024
Q4
Sell
-930
Closed -$6K 1788
2024
Q3
$6K Hold
930
﹤0.01% 1851
2024
Q2
$3K Hold
930
﹤0.01% 1944
2024
Q1
$4K Hold
930
﹤0.01% 1905
2023
Q4
$8K Sell
930
-950
-51% -$8.17K ﹤0.01% 1769
2023
Q3
$16K Buy
+1,880
New +$16K ﹤0.01% 1548