Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-200
Closed -$21.4K 143
2025
Q1
$21.4K Hold
200
0.01% 363
2024
Q4
$24.7K Sell
200
-125
-38% -$15.4K 0.01% 384
2024
Q3
$46.5K Hold
325
0.01% 285
2024
Q2
$53.2K Hold
325
0.02% 251
2024
Q1
$40.6K Buy
325
+100
+44% +$12.5K 0.01% 287
2023
Q4
$16.9K Sell
225
-12
-5% -$902 0.01% 439
2023
Q3
$12.7K Buy
+237
New +$12.7K 0.01% 459