Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$68K Sell
312
-23
-7% -$5.01K 0.04% 766
2025
Q1
$54K Sell
335
-3
-0.9% -$484 0.04% 814
2024
Q4
$59K Buy
338
+233
+222% +$40.7K 0.04% 781
2024
Q3
$21K Hold
105
0.01% 1184
2024
Q2
$20K Hold
105
0.01% 1197
2024
Q1
$23K Sell
105
-247
-70% -$54.1K 0.01% 1165
2023
Q4
$68K Buy
352
+248
+238% +$47.9K 0.05% 711
2023
Q3
$17K Buy
+104
New +$17K 0.01% 1177