Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$52.7K Sell
645
-328
-34% -$26.8K 0.01% 351
2025
Q1
$96.5K Buy
973
+206
+27% +$20.4K 0.02% 269
2024
Q4
$77K Hold
767
0.02% 296
2024
Q3
$69.9K Sell
767
-61
-7% -$5.56K 0.02% 299
2024
Q2
$67.5K Hold
828
0.02% 299
2024
Q1
$66.4K Sell
828
-10
-1% -$802 0.02% 260
2023
Q4
$58.8K Buy
838
+183
+28% +$12.9K 0.02% 273
2023
Q3
$41.5K Buy
+655
New +$41.5K 0.02% 142