Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$145K Sell
477
-24
-5% -$7.3K 0.05% 147
2025
Q1
$134K Sell
501
-53
-10% -$14.2K 0.05% 130
2024
Q4
$136K Buy
554
+2
+0.4% +$492 0.05% 150
2024
Q3
$126K Buy
552
+501
+982% +$115K 0.05% 139
2024
Q2
$10.3K Hold
51
0.01% 412
2024
Q1
$9.95K Hold
51
0.01% 398
2023
Q4
$7.88K Buy
+51
New +$7.88K 0.01% 473