Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17K Buy
204
+14
+7% +$1.17K ﹤0.01% 796
2025
Q1
$12.8K Sell
190
-90
-32% -$6.05K ﹤0.01% 754
2024
Q4
$21.8K Sell
280
-258
-48% -$20K ﹤0.01% 730
2024
Q3
$36.1K Buy
538
+15
+3% +$1.01K 0.01% 578
2024
Q2
$58.7K Buy
523
+498
+1,992% +$55.9K 0.01% 751
2024
Q1
$3.45K Buy
25
+9
+56% +$1.24K 0.01% 370
2023
Q4
$1.99K Hold
16
﹤0.01% 956
2023
Q3
$1.49K Hold
16
﹤0.01% 1112
2023
Q2
$2.03K Buy
+16
New +$2.03K ﹤0.01% 1199