Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$154K Sell
1,650
-200
-11% -$18.7K 0.04% 231
2025
Q1
$135K Buy
1,850
+996
+117% +$72.6K 0.04% 237
2024
Q4
$51.5K Buy
854
+400
+88% +$24.1K 0.02% 269
2024
Q3
$34.1K Hold
454
0.01% 296
2024
Q2
$33K Sell
454
-350
-44% -$25.4K 0.01% 286
2024
Q1
$61.9K Sell
804
-196
-20% -$15.1K 0.02% 271
2023
Q4
$61.6K Buy
+1,000
New +$61.6K 0.02% 259