Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$78K Buy
3,518
+362
+11% +$8.03K ﹤0.01% 1644
2025
Q1
$73.2K Hold
3,156
﹤0.01% 1583
2024
Q4
$73.2K Sell
3,156
-837
-21% -$19.4K ﹤0.01% 1581
2024
Q3
$139K Sell
3,993
-1,774
-31% -$61.7K ﹤0.01% 1245
2024
Q2
$187K Buy
5,767
+88
+2% +$2.85K 0.01% 1066
2024
Q1
$193K Sell
5,679
-498
-8% -$16.9K 0.01% 1030
2023
Q4
$243K Buy
+6,177
New +$243K 0.01% 871