Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$57.1K Buy
1,906
+2
+0.1% +$60 0.01% 325
2025
Q1
$64.3K Sell
1,904
-56
-3% -$1.89K 0.01% 289
2024
Q4
$57.9K Hold
1,960
0.01% 213
2024
Q3
$61.5K Sell
1,960
-431
-18% -$13.5K 0.01% 200
2024
Q2
$86.3K Sell
2,391
-330
-12% -$11.9K 0.02% 180
2024
Q1
$103K Sell
2,721
-50
-2% -$1.88K 0.04% 168
2023
Q4
$98.1K Buy
+2,771
New +$98.1K 0.03% 206