Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$84K Sell
1,314
-494
-27% -$31.6K ﹤0.01% 1308
2025
Q1
$119K Sell
1,808
-623
-26% -$41K ﹤0.01% 1379
2024
Q4
$158K Buy
2,431
+928
+62% +$60.3K ﹤0.01% 1265
2024
Q3
$96K Hold
1,503
﹤0.01% 1310
2024
Q2
$94K Hold
1,503
﹤0.01% 1208
2024
Q1
$90K Buy
1,503
+331
+28% +$19.8K ﹤0.01% 1177
2023
Q4
$72K Buy
1,172
+393
+50% +$24.1K ﹤0.01% 1272
2023
Q3
$41K Buy
+779
New +$41K ﹤0.01% 1599