Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20K Sell
280
-839
-75% -$59.9K ﹤0.01% 1119
2025
Q1
$66K Sell
1,119
-1,334
-54% -$78.7K ﹤0.01% 1090
2024
Q4
$226K Hold
2,453
0.01% 962
2024
Q3
$254K Hold
2,453
0.01% 911
2024
Q2
$201K Hold
2,453
0.01% 943
2024
Q1
$203K Sell
2,453
-1,638
-40% -$136K 0.01% 957
2023
Q4
$257K Hold
4,091
0.01% 902
2023
Q3
$222K Hold
4,091
0.01% 947
2023
Q2
$197K Hold
4,091
0.01% 852
2023
Q1
$183K Buy
+4,091
New +$183K 0.01% 924