Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-25
Closed -$17K 644
2025
Q1
$17K Hold
25
0.01% 264
2024
Q4
$15.8K Sell
25
-19
-43% -$12K 0.01% 274
2024
Q3
$34.1K Sell
44
-18
-29% -$13.9K 0.03% 189
2024
Q2
$51.1K Buy
62
+7
+13% +$5.77K 0.04% 145
2024
Q1
$38.4K Buy
55
+10
+22% +$6.99K 0.03% 178
2023
Q4
$26.2K Buy
+45
New +$26.2K 0.02% 203