Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$96K Sell
16,914
-6,629
-28% -$37.6K ﹤0.01% 1223
2025
Q1
$140K Buy
23,543
+741
+3% +$4.41K ﹤0.01% 1279
2024
Q4
$158K Buy
22,802
+10,753
+89% +$74.5K ﹤0.01% 1266
2024
Q3
$89K Buy
12,049
+2,331
+24% +$17.2K ﹤0.01% 1358
2024
Q2
$72K Hold
9,718
﹤0.01% 1385
2024
Q1
$96K Buy
9,718
+2,936
+43% +$29K ﹤0.01% 1145
2023
Q4
$58K Hold
6,782
﹤0.01% 1408
2023
Q3
$48K Buy
+6,782
New +$48K ﹤0.01% 1472