Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$104K Buy
1,004
+162
+19% +$16.7K ﹤0.01% 1534
2025
Q1
$78.7K Hold
842
﹤0.01% 1540
2024
Q4
$78.7K Sell
842
-29
-3% -$2.71K ﹤0.01% 1537
2024
Q3
$85.2K Sell
871
-159
-15% -$15.6K ﹤0.01% 1473
2024
Q2
$101K Buy
1,030
+58
+6% +$5.68K ﹤0.01% 1328
2024
Q1
$120K Buy
972
+219
+29% +$26.9K ﹤0.01% 1209
2023
Q4
$91.4K Buy
+753
New +$91.4K ﹤0.01% 1221