Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29K Sell
75
-105
-58% -$40.6K 0.01% 323
2025
Q1
$69K Hold
180
0.03% 203
2024
Q4
$80K Buy
180
+20
+13% +$8.89K 0.03% 170
2024
Q3
$82.8K Sell
160
-2
-1% -$1.04K 0.03% 179
2024
Q2
$90.7K Sell
162
-78
-33% -$43.7K 0.04% 185
2024
Q1
$121K Hold
240
0.05% 165
2023
Q4
$143K Buy
+240
New +$143K 0.05% 177