Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$74.1K Sell
1,088
-1,186
-52% -$80.8K 0.03% 150
2025
Q1
$138K Buy
2,274
+509
+29% +$30.8K 0.05% 58
2024
Q4
$122K Buy
1,765
+1,755
+17,550% +$121K 0.05% 53
2024
Q3
$661 Buy
10
+5
+100% +$331 ﹤0.01% 1049
2024
Q2
$304 Hold
5
﹤0.01% 713
2024
Q1
$285 Buy
5
+2
+67% +$114 ﹤0.01% 716
2023
Q4
$189 Hold
3
﹤0.01% 687
2023
Q3
$174 Hold
3
﹤0.01% 663
2023
Q2
$187 Sell
3
-2
-40% -$125 ﹤0.01% 662
2023
Q1
$362 Buy
5
+2
+67% +$145 ﹤0.01% 600
2022
Q4
$241 Buy
+3
New +$241 ﹤0.01% 630