Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Sell
6,164
-2,205
-26% -$94.8K ﹤0.01% 779
2025
Q1
$185K Sell
8,369
-173
-2% -$3.82K ﹤0.01% 1125
2024
Q4
$357K Buy
8,542
+1,157
+16% +$48.4K ﹤0.01% 884
2024
Q3
$65K Hold
7,385
﹤0.01% 1573
2024
Q2
$52K Buy
7,385
+3,381
+84% +$23.8K ﹤0.01% 1584
2024
Q1
$40K Hold
4,004
﹤0.01% 1670
2023
Q4
$50K Buy
4,004
+1,284
+47% +$16K ﹤0.01% 1523
2023
Q3
$40K Buy
+2,720
New +$40K ﹤0.01% 1624