Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Buy
2,000
+782
+64% +$40.3K 0.01% 941
2025
Q1
$65.2K Buy
+1,218
New +$65.2K 0.01% 1076
2024
Q1
Sell
-1,385
Closed -$50.9K 2318
2023
Q4
$50.9K Hold
1,385
0.01% 1054
2023
Q3
$49.3K Hold
1,385
0.01% 1022
2023
Q2
$47K Hold
1,385
0.01% 1056
2023
Q1
$47.7K Buy
+1,385
New +$47.7K 0.01% 1012