Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$76.3K Sell
590
-1
-0.2% -$129 0.01% 479
2025
Q1
$70.6K Sell
591
-31
-5% -$3.7K 0.01% 479
2024
Q4
$72.2K Sell
622
-797
-56% -$92.5K 0.01% 502
2024
Q3
$192K Buy
1,419
+892
+169% +$120K 0.03% 313
2024
Q2
$71.5K Buy
527
+2
+0.4% +$271 0.01% 461
2024
Q1
$67.9K Hold
525
0.01% 474
2023
Q4
$60K Hold
525
0.01% 476
2023
Q3
$47.8K Sell
525
-1
-0.2% -$91 0.01% 483
2023
Q2
$59.2K Sell
526
-12
-2% -$1.35K 0.01% 454
2023
Q1
$56.3K Hold
538
0.01% 446
2022
Q4
$59.5K Buy
+538
New +$59.5K 0.02% 412