Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.02K Buy
929
+174
+23% +$1.69K ﹤0.01% 2647
2025
Q1
$6.7K Hold
755
﹤0.01% 2677
2024
Q4
$6.7K Sell
755
-1,053
-58% -$9.34K ﹤0.01% 2674
2024
Q3
$21.1K Sell
1,808
-3,262
-64% -$38.1K ﹤0.01% 2090
2024
Q2
$56.6K Sell
5,070
-33,047
-87% -$369K ﹤0.01% 1569
2024
Q1
$465K Buy
38,117
+306
+0.8% +$3.73K 0.01% 700
2023
Q4
$600K Buy
+37,811
New +$600K 0.02% 541