Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$77.5K Sell
217
-41
-16% -$14.6K 0.02% 299
2025
Q1
$70.1K Sell
258
-19
-7% -$5.17K 0.01% 315
2024
Q4
$91.9K Buy
277
+19
+7% +$6.31K 0.02% 280
2024
Q3
$85.5K Buy
258
+39
+18% +$12.9K 0.02% 279
2024
Q2
$68.7K Hold
219
0.02% 295
2024
Q1
$68.5K Sell
219
-111
-34% -$34.7K 0.02% 256
2023
Q4
$79.5K Sell
330
-1,083
-77% -$261K 0.02% 244
2023
Q3
$301K Buy
+1,413
New +$301K 0.12% 73