Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$41.1K Sell
135
-9
-6% -$2.74K 0.03% 175
2025
Q1
$38.7K Hold
144
0.03% 164
2024
Q4
$35.8K Sell
144
-23
-14% -$5.72K 0.03% 176
2024
Q3
$38.3K Sell
167
-115
-41% -$26.3K 0.03% 173
2024
Q2
$56.9K Sell
282
-85
-23% -$17.1K 0.05% 131
2024
Q1
$71.6K Buy
367
+118
+47% +$23K 0.06% 120
2023
Q4
$38.5K Buy
+249
New +$38.5K 0.03% 157