Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$77.9K Sell
2,601
-4,783
-65% -$143K 0.01% 289
2025
Q1
$250K Buy
7,384
+5,884
+392% +$199K 0.02% 186
2024
Q4
$44.3K Hold
1,500
﹤0.01% 328
2024
Q3
$47.1K Hold
1,500
﹤0.01% 342
2024
Q2
$54.2K Sell
1,500
-361
-19% -$13K 0.01% 314
2024
Q1
$70.1K Buy
1,861
+67
+4% +$2.53K 0.01% 282
2023
Q4
$63.5K Hold
1,794
0.01% 290
2023
Q3
$69.5K Sell
1,794
-100
-5% -$3.87K 0.01% 291
2023
Q2
$66.8K Buy
1,894
+100
+6% +$3.53K 0.01% 299
2023
Q1
$68.1K Hold
1,794
0.01% 297
2022
Q4
$62.7K Buy
+1,794
New +$62.7K 0.01% 306