Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.6K Hold
185
0.01% 175
2025
Q1
$6.94K Sell
185
-3,325
-95% -$125K 0.01% 163
2024
Q4
$132K Sell
3,510
-3,326
-49% -$125K 0.11% 73
2024
Q3
$286K Hold
6,836
0.26% 49
2024
Q2
$268K Buy
6,836
+26
+0.4% +$1.02K 0.27% 48
2024
Q1
$295K Sell
6,810
-791
-10% -$34.3K 0.28% 38
2023
Q4
$333K Buy
+7,601
New +$333K 0.32% 29