Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$59K Sell
4,424
-2,266
-34% -$30.2K ﹤0.01% 1527
2025
Q1
$87K Hold
6,690
﹤0.01% 1565
2024
Q4
$109K Buy
6,690
+1,899
+40% +$30.9K ﹤0.01% 1497
2024
Q3
$50K Buy
4,791
+1,497
+45% +$15.6K ﹤0.01% 1711
2024
Q2
$35K Hold
3,294
﹤0.01% 1784
2024
Q1
$40K Hold
3,294
﹤0.01% 1674
2023
Q4
$49K Buy
3,294
+1,637
+99% +$24.4K ﹤0.01% 1551
2023
Q3
$19K Buy
+1,657
New +$19K ﹤0.01% 1888