Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$83K Sell
685
-13
-2% -$1.58K ﹤0.01% 1124
2025
Q1
$77.4K Buy
698
+520
+292% +$57.7K ﹤0.01% 1106
2024
Q4
$19K Buy
178
+149
+514% +$15.9K ﹤0.01% 1609
2024
Q3
$2.93K Buy
29
+17
+142% +$1.72K ﹤0.01% 2509
2024
Q2
$1.14K Hold
12
﹤0.01% 2535
2024
Q1
$1.14K Buy
12
+8
+200% +$757 ﹤0.01% 1921
2023
Q4
$0 Buy
+4
New ﹤0.01% 2634
2023
Q2
Sell
-166
Closed -$15K 2359
2023
Q1
$15K Buy
+166
New +$15K ﹤0.01% 1487