Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$175K Sell
4,391
-22
-0.5% -$877 0.01% 993
2025
Q1
$169K Hold
4,413
0.01% 988
2024
Q4
$193K Buy
4,413
+1,193
+37% +$52.2K 0.01% 996
2024
Q3
$155K Hold
3,220
﹤0.01% 1003
2024
Q2
$109K Hold
3,220
﹤0.01% 1049
2024
Q1
$122K Buy
+3,220
New +$122K ﹤0.01% 1072