Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24K Hold
500
0.02% 240
2025
Q1
$24.3K Hold
500
0.02% 221
2024
Q4
$24.4K Sell
500
-72
-13% -$3.51K 0.02% 224
2024
Q3
$35.5K Sell
572
-285
-33% -$17.7K 0.03% 183
2024
Q2
$48.9K Buy
857
+222
+35% +$12.7K 0.04% 154
2024
Q1
$36.6K Buy
635
+14
+2% +$808 0.03% 182
2023
Q4
$42.4K Buy
+621
New +$42.4K 0.04% 152