Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$68K Sell
963
-918
-49% -$64.8K ﹤0.01% 1445
2025
Q1
$113K Buy
1,881
+429
+30% +$25.8K ﹤0.01% 1410
2024
Q4
$121K Buy
1,452
+469
+48% +$39.1K ﹤0.01% 1419
2024
Q3
$83K Hold
983
﹤0.01% 1410
2024
Q2
$133K Buy
983
+138
+16% +$18.7K ﹤0.01% 1030
2024
Q1
$161K Buy
845
+121
+17% +$23.1K ﹤0.01% 912
2023
Q4
$116K Hold
724
﹤0.01% 997
2023
Q3
$108K Buy
+724
New +$108K ﹤0.01% 978