Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$101K Sell
1,142
-286
-20% -$25.2K 0.01% 1436
2025
Q1
$136K Buy
1,428
+324
+29% +$30.8K 0.01% 1012
2024
Q4
$93.7K Buy
1,104
+770
+231% +$65.4K 0.01% 1164
2024
Q3
$33.4K Buy
334
+59
+21% +$5.9K ﹤0.01% 1770
2024
Q2
$24.5K Hold
275
﹤0.01% 1715
2024
Q1
$22.9K Buy
275
+89
+48% +$7.41K ﹤0.01% 1549
2023
Q4
$14K Buy
+186
New +$14K ﹤0.01% 1711