Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$78.6K Sell
594
-694
-54% -$91.9K 0.03% 137
2025
Q1
$154K Buy
1,288
+359
+39% +$42.9K 0.06% 48
2024
Q4
$122K Buy
929
+341
+58% +$44.8K 0.05% 52
2024
Q3
$74.6K Buy
588
+583
+11,660% +$73.9K 0.03% 82
2024
Q2
$759 Sell
5
-1
-17% -$152 ﹤0.01% 577
2024
Q1
$990 Buy
6
+4
+200% +$660 ﹤0.01% 468
2023
Q4
$273 Hold
2
﹤0.01% 627
2023
Q3
$275 Buy
+2
New +$275 ﹤0.01% 579