Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$54K Sell
1,708
-879
-34% -$27.8K ﹤0.01% 1572
2025
Q1
$99K Buy
2,587
+28
+1% +$1.07K ﹤0.01% 1484
2024
Q4
$112K Buy
2,559
+768
+43% +$33.6K ﹤0.01% 1476
2024
Q3
$77K Hold
1,791
﹤0.01% 1457
2024
Q2
$81K Buy
1,791
+635
+55% +$28.7K ﹤0.01% 1298
2024
Q1
$72K Buy
1,156
+474
+70% +$29.5K ﹤0.01% 1313
2023
Q4
$38K Hold
682
﹤0.01% 1687
2023
Q3
$36K Buy
+682
New +$36K ﹤0.01% 1683