Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$74.6K Sell
13,212
-508
-4% -$2.87K 0.01% 273
2025
Q1
$74.8K Buy
13,720
+1,091
+9% +$5.95K 0.01% 247
2024
Q4
$88K Sell
12,629
-488
-4% -$3.4K 0.01% 230
2024
Q3
$59.6K Sell
13,117
-5,280
-29% -$24K 0.01% 235
2024
Q2
$100K Sell
18,397
-3,190
-15% -$17.4K 0.02% 206
2024
Q1
$115K Sell
21,587
-55
-0.3% -$292 0.02% 190
2023
Q4
$117K Buy
21,642
+6,933
+47% +$37.6K 0.02% 171
2023
Q3
$74K Buy
14,709
+4,506
+44% +$22.7K 0.02% 146
2023
Q2
$38.4K Buy
+10,203
New +$38.4K 0.01% 142