Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-917
Closed -$107K 895
2025
Q1
$107K Hold
917
0.01% 380
2024
Q4
$125K Hold
917
0.01% 356
2024
Q3
$113K Hold
917
0.01% 468
2024
Q2
$98.1K Hold
917
0.01% 469
2024
Q1
$85.5K Sell
917
-83
-8% -$7.74K 0.01% 524
2023
Q4
$75.7K Sell
1,000
-44
-4% -$3.33K 0.01% 521
2023
Q3
$75.1K Hold
1,044
0.01% 486
2023
Q2
$123K Buy
1,044
+1,000
+2,273% +$118K 0.02% 377
2023
Q1
$4.16K Hold
44
﹤0.01% 1073
2022
Q4
$3.76K Buy
+44
New +$3.76K ﹤0.01% 1057