Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$381K Buy
67
+40
+148% +$227K 0.02% 465
2025
Q1
$9.91K Sell
27
-71
-72% -$26.1K ﹤0.01% 1569
2024
Q4
$39.6K Sell
98
-14
-13% -$5.66K ﹤0.01% 964
2024
Q3
$56.5K Buy
112
+44
+65% +$22.2K 0.01% 669
2024
Q2
$29.3K Buy
68
+43
+172% +$18.5K ﹤0.01% 849
2024
Q1
$9.47K Hold
25
﹤0.01% 784
2023
Q4
$8.1K Hold
25
﹤0.01% 795
2023
Q3
$7.85K Buy
+25
New +$7.85K ﹤0.01% 775