Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$102K Sell
3,680
-42
-1% -$1.16K ﹤0.01% 328
2025
Q1
$106K Sell
3,722
-120
-3% -$3.4K ﹤0.01% 345
2024
Q4
$151K Buy
3,842
+2,792
+266% +$110K ﹤0.01% 349
2024
Q3
$70.2K Hold
1,050
﹤0.01% 339
2024
Q2
$125K Hold
1,050
﹤0.01% 359
2024
Q1
$112K Buy
+1,050
New +$112K ﹤0.01% 362