Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$36.9K Sell
163
-36
-18% -$8.15K 0.01% 285
2025
Q1
$33K Sell
199
-136
-41% -$22.6K 0.01% 295
2024
Q4
$66.2K Sell
335
-15
-4% -$2.96K 0.02% 216
2024
Q3
$60.8K Buy
350
+278
+386% +$48.3K 0.02% 212
2024
Q2
$12.5K Buy
+72
New +$12.5K 0.01% 375