Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$68.6K Sell
216
-13
-6% -$4.13K 0.03% 136
2025
Q1
$59.3K Sell
229
-21
-8% -$5.44K 0.03% 121
2024
Q4
$101K Buy
250
+8
+3% +$3.23K 0.06% 96
2024
Q3
$63.3K Buy
242
+34
+16% +$8.9K 0.04% 111
2024
Q2
$41.2K Buy
208
+114
+121% +$22.6K 0.02% 132
2024
Q1
$16.5K Sell
94
-95
-50% -$16.7K 0.01% 207
2023
Q4
$47K Buy
+189
New +$47K 0.03% 119