Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$96.2K Sell
2,000
-1,000
-33% -$48.1K 0.01% 139
2025
Q1
$146K Buy
3,000
+2,000
+200% +$97.1K 0.02% 132
2024
Q4
$48.8K Hold
1,000
0.01% 130
2024
Q3
$62.1K Buy
1,000
+420
+72% +$26.1K 0.01% 127
2024
Q2
$33.1K Hold
580
0.01% 120
2024
Q1
$33.5K Buy
+580
New +$33.5K 0.01% 117
2023
Q4
Sell
-370
Closed -$21K 119
2023
Q3
$21K Hold
370
﹤0.01% 107
2023
Q2
$22.1K Buy
+370
New +$22.1K ﹤0.01% 113