Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$114K Sell
2,600
-1,423
-35% -$62.4K ﹤0.01% 1121
2025
Q1
$129K Buy
4,023
+85
+2% +$2.73K ﹤0.01% 1340
2024
Q4
$116K Buy
3,938
+1,105
+39% +$32.6K ﹤0.01% 1451
2024
Q3
$82K Hold
2,833
﹤0.01% 1420
2024
Q2
$106K Buy
2,833
+638
+29% +$23.9K ﹤0.01% 1131
2024
Q1
$97K Buy
+2,195
New +$97K ﹤0.01% 1142