Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42K Sell
636
-1,501
-70% -$99.1K 0.02% 957
2025
Q1
$140K Buy
2,137
+689
+48% +$45.1K 0.09% 289
2024
Q4
$111K Sell
1,448
-168
-10% -$12.9K 0.07% 455
2024
Q3
$135K Buy
1,616
+1,613
+53,767% +$135K 0.08% 357
2024
Q2
$0 Hold
3
﹤0.01% 2174
2024
Q1
$0 Hold
3
﹤0.01% 2174
2023
Q4
$0 Hold
3
﹤0.01% 2073
2023
Q3
$0 Sell
3
-1
-25% ﹤0.01% 2040
2023
Q2
$0 Hold
4
﹤0.01% 2058
2023
Q1
$0 Buy
+4
New ﹤0.01% 1933