Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$71K Buy
1,000
+463
+86% +$32.9K 0.01% 226
2025
Q1
$34.1K Buy
537
+27
+5% +$1.72K ﹤0.01% 296
2024
Q4
$38.6K Hold
510
﹤0.01% 245
2024
Q3
$45.1K Sell
510
-1,158
-69% -$102K ﹤0.01% 223
2024
Q2
$126K Sell
1,668
-3,524
-68% -$266K 0.01% 157
2024
Q1
$488K Buy
5,192
+3,500
+207% +$329K 0.04% 92
2023
Q4
$184K Sell
1,692
-137
-7% -$14.9K 0.02% 128
2023
Q3
$175K Sell
1,829
-176
-9% -$16.8K 0.02% 123
2023
Q2
$221K Hold
2,005
0.02% 119
2023
Q1
$246K Buy
+2,005
New +$246K 0.02% 113