Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$111K Sell
2,090
-682
-25% -$36.2K ﹤0.01% 1131
2025
Q1
$98K Hold
2,772
﹤0.01% 1491
2024
Q4
$97K Buy
2,772
+1,015
+58% +$35.5K ﹤0.01% 1574
2024
Q3
$68K Hold
1,757
﹤0.01% 1547
2024
Q2
$62K Hold
1,757
﹤0.01% 1483
2024
Q1
$58K Buy
1,757
+605
+53% +$20K ﹤0.01% 1458
2023
Q4
$50K Hold
1,152
﹤0.01% 1520
2023
Q3
$53K Buy
+1,152
New +$53K ﹤0.01% 1401