Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$81.1K Sell
2,500
-200
-7% -$6.48K 0.03% 296
2025
Q1
$83.5K Hold
2,700
0.03% 269
2024
Q4
$73.9K Sell
2,700
-2,400
-47% -$65.7K 0.03% 278
2024
Q3
$155K Hold
5,100
0.06% 195
2024
Q2
$157K Buy
5,100
+4,800
+1,600% +$148K 0.07% 176
2024
Q1
$9.52K Hold
300
﹤0.01% 559
2023
Q4
$10.2K Buy
+300
New +$10.2K 0.01% 653