Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$95.2K Sell
1,940
-8
-0.4% -$393 0.01% 440
2025
Q1
$110K Sell
1,948
-275
-12% -$15.6K 0.02% 407
2024
Q4
$128K Buy
2,223
+299
+16% +$17.2K 0.02% 410
2024
Q3
$101K Buy
1,924
+124
+7% +$6.5K 0.02% 445
2024
Q2
$97.5K Hold
1,800
0.02% 406
2024
Q1
$104K Hold
1,800
0.02% 397
2023
Q4
$88.2K Hold
1,800
0.02% 417
2023
Q3
$77.6K Hold
1,800
0.02% 404
2023
Q2
$82.1K Buy
+1,800
New +$82.1K 0.02% 396