Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$105K Buy
1,145
+47
+4% +$4.32K ﹤0.01% 245
2025
Q1
$96.6K Buy
1,098
+22
+2% +$1.94K ﹤0.01% 248
2024
Q4
$99.6K Sell
1,076
-554
-34% -$51.3K 0.01% 254
2024
Q3
$151K Sell
1,630
-353
-18% -$32.7K 0.01% 246
2024
Q2
$149K Buy
+1,983
New +$149K 0.01% 238