Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.01K Sell
86
-6
-7% -$210 ﹤0.01% 644
2025
Q1
$3.49K Sell
92
-1,011
-92% -$38.4K ﹤0.01% 610
2024
Q4
$56.7K Sell
1,103
-23
-2% -$1.18K 0.05% 230
2024
Q3
$57.6K Sell
1,126
-1,281
-53% -$65.5K 0.04% 234
2024
Q2
$110K Hold
2,407
0.09% 139
2024
Q1
$114K Buy
2,407
+77
+3% +$3.65K 0.09% 139
2023
Q4
$111K Buy
+2,330
New +$111K 0.1% 136