Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$155K Buy
1,760
+1,407
+399% +$124K 0.01% 220
2025
Q1
$24.9K Buy
+353
New +$24.9K ﹤0.01% 390
2024
Q1
Sell
-1,142
Closed -$105K 294
2023
Q4
$105K Buy
+1,142
New +$105K 0.01% 272
2023
Q3
Sell
-2,204
Closed -$141K 274
2023
Q2
$141K Buy
2,204
+12
+0.5% +$768 0.01% 247
2023
Q1
$144K Buy
+2,192
New +$144K 0.02% 213