Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$144K Sell
2,011
-105
-5% -$7.53K 0.02% 367
2025
Q1
$143K Sell
2,116
-51
-2% -$3.45K 0.02% 355
2024
Q4
$132K Sell
2,167
-195
-8% -$11.9K 0.02% 404
2024
Q3
$135K Buy
2,362
+962
+69% +$55.1K 0.02% 393
2024
Q2
$69.9K Hold
1,400
0.01% 465
2024
Q1
$80K Hold
1,400
0.02% 441
2023
Q4
$64K Hold
1,400
0.01% 464
2023
Q3
$62.7K Hold
1,400
0.02% 435
2023
Q2
$65.8K Hold
1,400
0.02% 431
2023
Q1
$69.1K Hold
1,400
0.02% 408
2022
Q4
$62.4K Buy
+1,400
New +$62.4K 0.02% 402