Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$153K Hold
11,116
0.01% 266
2025
Q1
$138K Buy
+11,116
New +$138K 0.01% 252
2024
Q4
Sell
-10,853
Closed -$122K 280
2024
Q3
$122K Sell
10,853
-263
-2% -$2.95K 0.01% 260
2024
Q2
$149K Hold
11,116
0.01% 250
2024
Q1
$122K Sell
11,116
-116
-1% -$1.27K 0.01% 224
2023
Q4
$264K Hold
11,232
0.01% 190
2023
Q3
$273K Hold
11,232
0.02% 166
2023
Q2
$187K Sell
11,232
-12
-0.1% -$200 0.01% 205
2023
Q1
$174K Buy
+11,244
New +$174K 0.01% 204