Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$172K Sell
21,201
-2,155
-9% -$17.5K ﹤0.01% 2120
2025
Q1
$166K Buy
23,356
+490
+2% +$3.47K ﹤0.01% 2115
2024
Q4
$214K Hold
22,866
﹤0.01% 1994
2024
Q3
$299K Hold
22,866
﹤0.01% 1810
2024
Q2
$348K Buy
22,866
+22,662
+11,109% +$345K ﹤0.01% 1707
2024
Q1
$2.67K Buy
+204
New +$2.67K ﹤0.01% 3653