Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$40.5K Sell
1,055
-4,060
-79% -$156K ﹤0.01% 369
2025
Q1
$198K Buy
5,115
+3,868
+310% +$150K 0.02% 203
2024
Q4
$42.2K Hold
1,247
﹤0.01% 335
2024
Q3
$51K Hold
1,247
﹤0.01% 332
2024
Q2
$48K Hold
1,247
﹤0.01% 327
2024
Q1
$53.5K Hold
1,247
0.01% 317
2023
Q4
$46.2K Hold
1,247
﹤0.01% 325
2023
Q3
$45.2K Hold
1,247
0.01% 337
2023
Q2
$44.4K Hold
1,247
﹤0.01% 348
2023
Q1
$44.4K Hold
1,247
0.01% 344
2022
Q4
$43.8K Buy
+1,247
New +$43.8K 0.01% 346