Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.62K Sell
348
-5,132
-94% -$23.9K ﹤0.01% 1262
2025
Q1
$30K Buy
+5,480
New +$30K 0.01% 274
2024
Q4
Sell
-8
Closed -$76 1395
2024
Q3
$76 Sell
8
-17
-68% -$162 ﹤0.01% 1241
2024
Q2
$251 Buy
25
+5
+25% +$50 ﹤0.01% 730
2024
Q1
$240 Buy
20
+8
+67% +$96 ﹤0.01% 734
2023
Q4
$150 Hold
12
﹤0.01% 711
2023
Q3
$132 Buy
12
+9
+300% +$99 ﹤0.01% 698
2023
Q2
$37 Buy
+3
New +$37 ﹤0.01% 771