Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34K Sell
1,478
-1,208
-45% -$27.8K ﹤0.01% 1691
2025
Q1
$71K Hold
2,686
﹤0.01% 1671
2024
Q4
$108K Buy
2,686
+867
+48% +$34.9K ﹤0.01% 1504
2024
Q3
$73K Hold
1,819
﹤0.01% 1496
2024
Q2
$79K Buy
1,819
+404
+29% +$17.5K ﹤0.01% 1319
2024
Q1
$69K Hold
1,415
﹤0.01% 1344
2023
Q4
$81K Hold
1,415
﹤0.01% 1189
2023
Q3
$65K Buy
+1,415
New +$65K ﹤0.01% 1248