Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$166K Buy
45,523
+231
+0.5% +$843 ﹤0.01% 2608
2025
Q1
$120K Buy
45,292
+32,863
+264% +$87.4K ﹤0.01% 2567
2024
Q4
$50.3K Sell
12,429
-18,647
-60% -$75.5K ﹤0.01% 2666
2024
Q3
$129K Buy
31,076
+6,882
+28% +$28.5K ﹤0.01% 2531
2024
Q2
$59.3K Hold
24,194
﹤0.01% 2575
2024
Q1
$60.7K Buy
+24,194
New +$60.7K ﹤0.01% 2549