Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.1K Sell
229
-111
-33% -$8.79K 0.01% 347
2025
Q1
$30.6K Sell
340
-28
-8% -$2.52K 0.01% 242
2024
Q4
$36.6K Sell
368
-514
-58% -$51.1K 0.02% 209
2024
Q3
$100K Buy
882
+251
+40% +$28.5K 0.05% 121
2024
Q2
$78.1K Buy
631
+56
+10% +$6.94K 0.05% 115
2024
Q1
$75.9K Buy
575
+43
+8% +$5.68K 0.06% 87
2023
Q4
$58K Buy
+532
New +$58K 0.05% 87