Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$85.9K Sell
2,869
-1,137
-28% -$34K 0.01% 310
2025
Q1
$118K Hold
4,006
0.01% 254
2024
Q4
$118K Buy
4,006
+30
+0.8% +$887 0.01% 254
2024
Q3
$125K Sell
3,976
-599
-13% -$18.8K 0.01% 241
2024
Q2
$165K Sell
4,575
-4
-0.1% -$144 0.01% 205
2024
Q1
$162K Hold
4,579
0.02% 200
2023
Q4
$162K Sell
4,579
-394
-8% -$13.9K 0.02% 200
2023
Q3
$193K Sell
4,973
-568
-10% -$22K 0.02% 168
2023
Q2
$196K Buy
5,541
+769
+16% +$27.1K 0.02% 174
2023
Q1
$181K Sell
4,772
-500
-9% -$19K 0.02% 175
2022
Q4
$184K Buy
+5,272
New +$184K 0.02% 174