Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$60K Sell
1,152
-168
-13% -$8.75K ﹤0.01% 989
2025
Q1
$63K Buy
1,320
+31
+2% +$1.48K ﹤0.01% 1000
2024
Q4
$81K Buy
1,289
+1,137
+748% +$71.4K ﹤0.01% 977
2024
Q3
$9K Hold
152
﹤0.01% 1210
2024
Q2
$6K Buy
152
+25
+20% +$987 ﹤0.01% 1214
2024
Q1
$6K Buy
127
+29
+30% +$1.37K ﹤0.01% 1244
2023
Q4
$4K Buy
98
+2
+2% +$82 ﹤0.01% 1240
2023
Q3
$3K Buy
96
+9
+10% +$281 ﹤0.01% 1274
2023
Q2
$3K Buy
87
+84
+2,800% +$2.9K ﹤0.01% 1280
2023
Q1
$0 Hold
3
﹤0.01% 1292
2022
Q4
$0 Hold
3
﹤0.01% 1362
2022
Q3
$0 Hold
3
﹤0.01% 1355
2022
Q2
$0 Buy
+3
New ﹤0.01% 1410