Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$125K Sell
2,018
-2,031
-50% -$126K 0.01% 716
2025
Q1
$274K Buy
4,049
+2,031
+101% +$138K 0.02% 477
2024
Q4
$125K Sell
2,018
-4
-0.2% -$248 0.01% 714
2024
Q3
$132K Hold
2,022
0.01% 693
2024
Q2
$109K Buy
2,022
+2,017
+40,340% +$108K 0.01% 713
2024
Q1
$266 Hold
5
﹤0.01% 1656
2023
Q4
$220 Hold
5
﹤0.01% 1627
2023
Q3
$222 Hold
5
﹤0.01% 1693
2023
Q2
$225 Sell
5
-9
-64% -$405 ﹤0.01% 1625
2023
Q1
$616 Buy
+14
New +$616 ﹤0.01% 1534