Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$63.2K Sell
11,190
-1,018
-8% -$5.75K ﹤0.01% 1771
2025
Q1
$66.5K Sell
12,208
-67
-0.5% -$365 0.01% 1581
2024
Q4
$85.6K Sell
12,275
-127
-1% -$885 0.01% 1224
2024
Q3
$56.3K Sell
12,402
-35
-0.3% -$159 0.01% 1399
2024
Q2
$67.8K Buy
+12,437
New +$67.8K 0.01% 991