Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21K Buy
1,003
+73
+8% +$1.53K 0.01% 1237
2025
Q1
$22K Buy
930
+5
+0.5% +$118 0.01% 1172
2024
Q4
$20K Sell
925
-3
-0.3% -$65 0.01% 1188
2024
Q3
$21K Sell
928
-4,407
-83% -$99.7K 0.01% 1187
2024
Q2
$97K Buy
5,335
+253
+5% +$4.6K 0.06% 502
2024
Q1
$109K Buy
+5,082
New +$109K 0.07% 486