Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.71K Sell
50
-1,500
-97% -$111K ﹤0.01% 545
2025
Q1
$124K Sell
1,550
-175
-10% -$14.1K 0.03% 232
2024
Q4
$135K Buy
1,725
+225
+15% +$17.6K 0.03% 224
2024
Q3
$115K Hold
1,500
0.03% 240
2024
Q2
$119K Hold
1,500
0.03% 224
2024
Q1
$126K Sell
1,500
-18
-1% -$1.51K 0.03% 193
2023
Q4
$131K Buy
+1,518
New +$131K 0.04% 184