Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$85.3K Sell
7,625
-100
-1% -$1.12K 0.06% 166
2025
Q1
$71.1K Sell
7,725
-100
-1% -$921 0.05% 172
2024
Q4
$61.6K Sell
7,825
-600
-7% -$4.72K 0.04% 180
2024
Q3
$106K Sell
8,425
-1,375
-14% -$17.2K 0.07% 153
2024
Q2
$58.3K Sell
9,800
-16,445
-63% -$97.8K 0.04% 188
2024
Q1
$175K Buy
+26,245
New +$175K 0.12% 117
2023
Q4
Hold
0
73