Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$200K Buy
729
+315
+76% +$86.3K ﹤0.01% 1238
2025
Q1
$189K Hold
414
﹤0.01% 1155
2024
Q4
$189K Sell
414
-17
-4% -$7.75K ﹤0.01% 1155
2024
Q3
$188K Buy
431
+118
+38% +$51.6K ﹤0.01% 1127
2024
Q2
$148K Sell
313
-13
-4% -$6.17K ﹤0.01% 1172
2024
Q1
$191K Sell
326
-7
-2% -$4.1K 0.01% 1031
2023
Q4
$146K Buy
+333
New +$146K 0.01% 1034