Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,275
Closed -$30K 1079
2025
Q1
$30K Sell
10,275
-225
-2% -$657 ﹤0.01% 987
2024
Q4
$13.2K Sell
10,500
-3,420
-25% -$4.31K ﹤0.01% 1016
2024
Q3
$19.8K Hold
13,920
﹤0.01% 998
2024
Q2
$17.3K Sell
13,920
-3,200
-19% -$3.97K ﹤0.01% 924
2024
Q1
$27.1K Buy
+17,120
New +$27.1K ﹤0.01% 1014