Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20K Sell
543
-253
-32% -$9.34K ﹤0.01% 206
2025
Q1
$26.1K Buy
796
+52
+7% +$1.71K ﹤0.01% 199
2024
Q4
$27.1K Buy
744
+431
+138% +$15.7K ﹤0.01% 159
2024
Q3
$10.6K Buy
+313
New +$10.6K ﹤0.01% 255
2024
Q1
Sell
-550
Closed -$19K 272
2023
Q4
$19K Buy
+550
New +$19K 0.01% 197