Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Buy
3,454
+40
+1% +$1.2K 0.01% 254
2025
Q1
$115K Sell
3,414
-185
-5% -$6.25K 0.01% 242
2024
Q4
$106K Buy
3,599
+3,286
+1,050% +$97.1K 0.01% 243
2024
Q3
$11.8K Hold
313
﹤0.01% 385
2024
Q2
$11.3K Sell
313
-1,255
-80% -$45.3K ﹤0.01% 395
2024
Q1
$59.1K Sell
1,568
-83
-5% -$3.13K 0.01% 253
2023
Q4
$58.5K Buy
1,651
+15
+0.9% +$531 0.01% 246
2023
Q3
$63.4K Buy
1,636
+204
+14% +$7.9K 0.01% 238
2023
Q2
$50.5K Buy
+1,432
New +$50.5K 0.01% 262