Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$39.2K Sell
575
-394
-41% -$26.8K 0.02% 221
2025
Q1
$67.4K Hold
969
0.03% 206
2024
Q4
$70.3K Buy
969
+219
+29% +$15.9K 0.03% 201
2024
Q3
$63K Buy
750
+175
+30% +$14.7K 0.03% 209
2024
Q2
$38.3K Hold
575
0.02% 229
2024
Q1
$45.4K Hold
575
0.02% 217
2023
Q4
$38.5K Buy
575
+275
+92% +$18.4K 0.02% 221
2023
Q3
$16K Buy
+300
New +$16K 0.01% 265