Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$213K Buy
1,413
+60
+4% +$9.03K ﹤0.01% 584
2025
Q1
$142K Sell
1,353
-180
-12% -$18.9K ﹤0.01% 657
2024
Q4
$251K Buy
1,533
+150
+11% +$24.5K ﹤0.01% 522
2024
Q3
$91.2K Hold
1,383
﹤0.01% 721
2024
Q2
$88.4K Buy
+1,383
New +$88.4K ﹤0.01% 719