Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$53.9K Buy
183
+1
+0.5% +$295 0.01% 332
2025
Q1
$45.3K Sell
182
-295
-62% -$73.5K 0.01% 325
2024
Q4
$105K Buy
477
+1
+0.2% +$220 0.02% 155
2024
Q3
$105K Hold
476
0.02% 151
2024
Q2
$82.3K Buy
476
+290
+156% +$50.1K 0.02% 182
2024
Q1
$35.5K Buy
186
+7
+4% +$1.34K 0.01% 295
2023
Q4
$29.3K Buy
+179
New +$29.3K 0.01% 379