Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$118K Buy
20,510
+6,300
+44% +$36.1K 0.01% 310
2025
Q1
$141K Buy
14,210
+7,984
+128% +$79K 0.02% 275
2024
Q4
$94.9K Sell
6,226
-250
-4% -$3.81K 0.01% 318
2024
Q3
$96.5K Hold
6,476
0.01% 330
2024
Q2
$79.2K Buy
6,476
+100
+2% +$1.22K 0.01% 333
2024
Q1
$123K Hold
6,376
0.02% 285
2023
Q4
$135K Buy
+6,376
New +$135K 0.02% 278