Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$79.7K Sell
227
-6
-3% -$2.11K 0.01% 472
2025
Q1
$73.8K Sell
233
-39
-14% -$12.3K 0.01% 468
2024
Q4
$91.8K Buy
272
+19
+8% +$6.41K 0.01% 466
2024
Q3
$80.6K Buy
253
+1
+0.4% +$319 0.01% 482
2024
Q2
$81K Hold
252
0.01% 444
2024
Q1
$87.5K Sell
252
-50
-17% -$17.4K 0.02% 427
2023
Q4
$110K Sell
302
-50
-14% -$18.1K 0.02% 369
2023
Q3
$105K Buy
352
+25
+8% +$7.44K 0.03% 333
2023
Q2
$108K Sell
327
-20
-6% -$6.61K 0.03% 331
2023
Q1
$115K Sell
347
-50
-13% -$16.6K 0.03% 313
2022
Q4
$95.9K Buy
+397
New +$95.9K 0.03% 317