Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$35.8K Hold
923
0.02% 510
2025
Q1
$35.8K Sell
923
-1,982
-68% -$76.8K 0.02% 515
2024
Q4
$98.2K Sell
2,905
-1,358
-32% -$45.9K 0.06% 289
2024
Q3
$176K Hold
4,263
0.11% 177
2024
Q2
$166K Buy
+4,263
New +$166K 0.1% 176