Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$64.2K Sell
211
-173
-45% -$52.6K 0.05% 221
2025
Q1
$103K Sell
384
-53
-12% -$14.2K 0.08% 136
2024
Q4
$108K Buy
437
+146
+50% +$35.9K 0.09% 134
2024
Q3
$66.7K Sell
291
-73
-20% -$16.7K 0.05% 209
2024
Q2
$73.4K Sell
364
-80
-18% -$16.1K 0.06% 187
2024
Q1
$86.6K Sell
444
-67
-13% -$13.1K 0.07% 170
2023
Q4
$79K Buy
+511
New +$79K 0.07% 177