Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$27K Hold
913
﹤0.01% 1575
2025
Q1
$30K Buy
+913
New +$30K ﹤0.01% 1330
2024
Q4
Sell
-1,073
Closed -$35K 1938
2024
Q3
$35K Hold
1,073
﹤0.01% 1293
2024
Q2
$29K Buy
1,073
+126
+13% +$3.41K ﹤0.01% 1315
2024
Q1
$27K Buy
947
+198
+26% +$5.65K ﹤0.01% 1354
2023
Q4
$20K Sell
749
-140
-16% -$3.74K ﹤0.01% 1487
2023
Q3
$20K Buy
+889
New +$20K ﹤0.01% 1453