Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.4K Sell
12,854
-3,513
-21% -$6.11K ﹤0.01% 586
2025
Q1
$39.3K Sell
16,367
-53
-0.3% -$127 ﹤0.01% 479
2024
Q4
$58.1K Sell
16,420
-19,491
-54% -$69K 0.01% 465
2024
Q3
$152K Sell
35,911
-1,352
-4% -$5.72K 0.02% 426
2024
Q2
$140K Sell
37,263
-3,135
-8% -$11.8K 0.01% 438
2024
Q1
$219K Sell
40,398
-3,481
-8% -$18.9K 0.03% 471
2023
Q4
$271K Sell
43,879
-2,202
-5% -$13.6K 0.05% 373
2023
Q3
$239K Hold
46,081
0.05% 349
2023
Q2
$232K Sell
46,081
-2,321
-5% -$11.7K 0.09% 222
2023
Q1
$178K Hold
48,402
0.1% 214
2022
Q4
$174K Buy
+48,402
New +$174K 0.09% 186