Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$52K Buy
1,796
+270
+18% +$7.81K 0.01% 317
2025
Q1
$43.2K Sell
1,526
-7,031
-82% -$199K 0.01% 332
2024
Q4
$195K Buy
8,557
+6,667
+353% +$152K 0.02% 192
2024
Q3
$33.3K Buy
1,890
+519
+38% +$9.13K ﹤0.01% 301
2024
Q2
$26.2K Sell
1,371
-519
-27% -$9.92K ﹤0.01% 320
2024
Q1
$33.3K Hold
1,890
﹤0.01% 327
2023
Q4
$31.7K Hold
1,890
0.01% 311
2023
Q3
$28.4K Sell
1,890
-2,864
-60% -$43K 0.01% 306
2023
Q2
$75.8K Buy
+4,754
New +$75.8K 0.01% 234