Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,417
Closed -$78.6K 502
2025
Q1
$78.6K Sell
3,417
-243
-7% -$5.59K 0.01% 457
2024
Q4
$83.2K Hold
3,660
0.01% 458
2024
Q3
$100K Buy
+3,660
New +$100K 0.01% 502
2024
Q2
Sell
-3,660
Closed -$98.3K 1359
2024
Q1
$98.3K Buy
+3,660
New +$98.3K 0.01% 489