Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$160K Buy
5,249
+785
+18% +$23.9K ﹤0.01% 867
2025
Q1
$151K Buy
4,464
+3,149
+239% +$106K ﹤0.01% 848
2024
Q4
$38.9K Sell
1,315
-26
-2% -$769 ﹤0.01% 1138
2024
Q3
$43K Hold
1,341
﹤0.01% 1070
2024
Q2
$48.9K Sell
1,341
-856
-39% -$31.2K ﹤0.01% 1030
2024
Q1
$82.5K Buy
+2,197
New +$82.5K ﹤0.01% 949