Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$112K Buy
825
+85
+11% +$11.6K 0.01% 411
2025
Q1
$62.5K Buy
740
+40
+6% +$3.38K ﹤0.01% 471
2024
Q4
$52.9K Buy
+700
New +$52.9K ﹤0.01% 498
2024
Q2
Sell
-13,863
Closed -$319K 607
2024
Q1
$319K Hold
13,863
0.02% 328
2023
Q4
$238K Buy
+13,863
New +$238K 0.02% 347