Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,001
Closed -$68.2K 4297
2025
Q1
$68.2K Hold
5,001
﹤0.01% 2583
2024
Q4
$84.7K Hold
5,001
﹤0.01% 2476
2024
Q3
$64.6K Buy
5,001
+2,516
+101% +$32.5K ﹤0.01% 2607
2024
Q2
$33.1K Buy
+2,485
New +$33.1K ﹤0.01% 2854