Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$125K Buy
2,419
+39
+2% +$2.01K ﹤0.01% 1444
2025
Q1
$114K Hold
2,380
﹤0.01% 1379
2024
Q4
$114K Sell
2,380
-98
-4% -$4.69K ﹤0.01% 1379
2024
Q3
$110K Buy
2,478
+1,410
+132% +$62.7K ﹤0.01% 1355
2024
Q2
$45.5K Buy
1,068
+750
+236% +$31.9K ﹤0.01% 1663
2024
Q1
$13.2K Sell
318
-3,713
-92% -$154K ﹤0.01% 2205
2023
Q4
$148K Buy
+4,031
New +$148K 0.01% 1029