Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$59K Sell
6,514
-5,009
-43% -$45.4K ﹤0.01% 1521
2025
Q1
$74K Buy
11,523
+1,078
+10% +$6.92K ﹤0.01% 1642
2024
Q4
$99K Buy
10,445
+4,800
+85% +$45.5K ﹤0.01% 1551
2024
Q3
$46K Hold
5,645
﹤0.01% 1745
2024
Q2
$76K Hold
5,645
﹤0.01% 1345
2024
Q1
$40K Buy
5,645
+2,330
+70% +$16.5K ﹤0.01% 1669
2023
Q4
$36K Hold
3,315
﹤0.01% 1720
2023
Q3
$36K Buy
+3,315
New +$36K ﹤0.01% 1684