Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$150K Sell
982
-91
-8% -$13.9K 0.05% 143
2025
Q1
$158K Sell
1,073
-52
-5% -$7.64K 0.06% 125
2024
Q4
$145K Buy
1,125
+78
+7% +$10.1K 0.05% 143
2024
Q3
$143K Buy
1,047
+124
+13% +$17K 0.06% 132
2024
Q2
$94.3K Buy
923
+870
+1,642% +$88.9K 0.05% 118
2024
Q1
$4.67K Hold
53
﹤0.01% 636
2023
Q4
$4.81K Buy
+53
New +$4.81K ﹤0.01% 662