Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21K Hold
230
﹤0.01% 1693
2025
Q1
$22K Buy
+230
New +$22K ﹤0.01% 1453
2024
Q4
Sell
-285
Closed -$28K 1834
2024
Q3
$28K Hold
285
﹤0.01% 1370
2024
Q2
$29K Buy
285
+55
+24% +$5.6K ﹤0.01% 1313
2024
Q1
$28K Sell
230
-80
-26% -$9.74K ﹤0.01% 1331
2023
Q4
$30K Sell
310
-101
-25% -$9.77K ﹤0.01% 1304
2023
Q3
$34K Buy
+411
New +$34K ﹤0.01% 1254