Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$63.2K Sell
790
-123
-13% -$9.83K 0.05% 93
2025
Q1
$93.3K Sell
913
-518
-36% -$53K 0.09% 78
2024
Q4
$143K Sell
1,431
-18
-1% -$1.81K 0.12% 68
2024
Q3
$166K Hold
1,449
0.15% 64
2024
Q2
$180K Hold
1,449
0.18% 59
2024
Q1
$192K Sell
1,449
-640
-31% -$84.9K 0.18% 52
2023
Q4
$229K Buy
+2,089
New +$229K 0.22% 44