Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$325K Sell
2,009
-2
-0.1% -$323 0.03% 549
2025
Q1
$215K Buy
2,011
+200
+11% +$21.4K 0.02% 682
2024
Q4
$223K Hold
1,811
0.02% 646
2024
Q3
$259K Buy
1,811
+1,776
+5,074% +$254K 0.03% 602
2024
Q2
$5.73K Buy
+35
New +$5.73K ﹤0.01% 1876
2024
Q1
Sell
-33
Closed -$2.48K 2252
2023
Q4
$2.48K Buy
33
+6
+22% +$451 ﹤0.01% 2094
2023
Q3
$1.45K Buy
+27
New +$1.45K ﹤0.01% 2168