Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$174K Buy
1,145
+1
+0.1% +$152 0.01% 223
2025
Q1
$148K Hold
1,144
0.01% 226
2024
Q4
$148K Sell
1,144
-45
-4% -$5.81K 0.01% 226
2024
Q3
$163K Hold
1,189
0.01% 211
2024
Q2
$122K Sell
1,189
-233
-16% -$23.8K 0.01% 233
2024
Q1
$130K Hold
1,422
0.01% 218
2023
Q4
$130K Sell
1,422
-105
-7% -$9.6K 0.01% 218
2023
Q3
$120K Buy
1,527
+105
+7% +$8.22K 0.01% 213
2023
Q2
$119K Sell
1,422
-10
-0.7% -$837 0.01% 222
2023
Q1
$126K Hold
1,432
0.01% 213
2022
Q4
$144K Buy
+1,432
New +$144K 0.02% 196