Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.52K Sell
3,808
-59,679
-94% -$149K ﹤0.01% 3868
2025
Q1
$173K Sell
63,487
-11,688
-16% -$31.9K ﹤0.01% 3180
2024
Q4
$204K Hold
75,175
﹤0.01% 3186
2024
Q3
$269K Hold
75,175
﹤0.01% 3084
2024
Q2
$176K Buy
75,175
+34
+0% +$80 ﹤0.01% 3298
2024
Q1
$173K Buy
75,141
+73,217
+3,805% +$168K ﹤0.01% 3245
2023
Q4
$5.27K Sell
1,924
-2,079
-52% -$5.7K ﹤0.01% 3974
2023
Q3
$12.4K Buy
4,003
+400
+11% +$1.24K ﹤0.01% 3843
2023
Q2
$14.4K Buy
+3,603
New +$14.4K ﹤0.01% 3862