Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$55.2K Sell
547
-677
-55% -$68.3K ﹤0.01% 336
2025
Q1
$119K Hold
1,224
﹤0.01% 239
2024
Q4
$125K Sell
1,224
-79
-6% -$8.04K ﹤0.01% 242
2024
Q3
$146K Sell
1,303
-525
-29% -$58.7K ﹤0.01% 224
2024
Q2
$175K Sell
1,828
-40
-2% -$3.82K 0.01% 213
2024
Q1
$166K Sell
1,868
-613
-25% -$54.4K 0.01% 205
2023
Q4
$204K Buy
+2,481
New +$204K 0.01% 186