Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$51.2K Sell
750
-100
-12% -$6.82K ﹤0.01% 256
2025
Q1
$50.6K Buy
850
+100
+13% +$5.95K ﹤0.01% 252
2024
Q4
$45.4K Sell
750
-250
-25% -$15.1K ﹤0.01% 233
2024
Q3
$72K Sell
1,000
-82,750
-99% -$5.96M 0.01% 190
2024
Q2
$5.9M Buy
83,750
+2,790
+3% +$196K 0.47% 43
2024
Q1
$6.45M Buy
80,960
+2,475
+3% +$197K 0.53% 41
2023
Q4
$7.04M Buy
78,485
+4,185
+6% +$375K 0.64% 40
2023
Q3
$7.33M Buy
+74,300
New +$7.33M 0.73% 40