Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
3777
2025
Q1
Sell
-204
Closed -$9K 3708
2024
Q4
$9K Sell
204
-498
-71% -$22K ﹤0.01% 1893
2024
Q3
$33K Sell
702
-749
-52% -$35.2K ﹤0.01% 1398
2024
Q2
$66K Buy
1,451
+1,237
+578% +$56.3K ﹤0.01% 1270
2024
Q1
$9K Buy
+214
New +$9K ﹤0.01% 1885
2023
Q4
Hold
0
3765
2023
Q3
Sell
-93
Closed -$3K 3700
2023
Q2
$3K Buy
+93
New +$3K ﹤0.01% 2035
2023
Q1
Hold
0
3782
2022
Q4
Hold
0
3877
2022
Q3
Hold
0
3978
2022
Q2
Hold
0
3930