Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$302K Buy
1,686
+108
+7% +$19.4K ﹤0.01% 1788
2025
Q1
$55.1K Sell
1,578
-96
-6% -$3.35K ﹤0.01% 2696
2024
Q4
$71.4K Buy
1,674
+96
+6% +$4.09K ﹤0.01% 2558
2024
Q3
$44.9K Hold
1,578
﹤0.01% 2788
2024
Q2
$23.2K Hold
1,578
﹤0.01% 3001
2024
Q1
$22.2K Hold
1,578
﹤0.01% 3039
2023
Q4
$5.4K Buy
+1,578
New +$5.4K ﹤0.01% 3497