Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.9K Sell
187
-99
-35% -$10K ﹤0.01% 362
2025
Q1
$30.4K Sell
286
-194
-40% -$20.6K ﹤0.01% 367
2024
Q4
$52.6K Sell
480
-7,444
-94% -$815K ﹤0.01% 372
2024
Q3
$1.15M Sell
7,924
-1,980
-20% -$287K 0.03% 213
2024
Q2
$1.45M Buy
9,904
+354
+4% +$51.7K 0.04% 193
2024
Q1
$1.37M Buy
+9,550
New +$1.37M 0.04% 200