Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$60.5K Sell
759
-101
-12% -$8.06K 0.01% 513
2025
Q1
$69.2K Buy
860
+4
+0.5% +$322 0.01% 480
2024
Q4
$81.9K Buy
856
+3
+0.4% +$287 0.01% 481
2024
Q3
$86.1K Sell
853
-147
-15% -$14.8K 0.01% 475
2024
Q2
$90.1K Hold
1,000
0.02% 419
2024
Q1
$109K Hold
1,000
0.02% 384
2023
Q4
$118K Hold
1,000
0.02% 355
2023
Q3
$107K Hold
1,000
0.03% 331
2023
Q2
$89.9K Hold
1,000
0.02% 375
2023
Q1
$78.3K Hold
1,000
0.02% 386
2022
Q4
$84.3K Buy
+1,000
New +$84.3K 0.02% 342