Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30K Sell
3,252
-1,247
-28% -$11.5K ﹤0.01% 887
2025
Q1
$53.2K Hold
4,499
﹤0.01% 801
2024
Q4
$49.7K Sell
4,499
-794
-15% -$8.77K ﹤0.01% 868
2024
Q3
$85.7K Sell
5,293
-982
-16% -$15.9K ﹤0.01% 745
2024
Q2
$68.1K Sell
6,275
-28,671
-82% -$311K ﹤0.01% 753
2024
Q1
$489K Buy
+34,946
New +$489K ﹤0.01% 622