Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.6K Hold
84
0.01% 269
2025
Q1
$11.5K Sell
84
-84
-50% -$11.5K 0.01% 239
2024
Q4
$25.7K Sell
168
-1,006
-86% -$154K 0.01% 247
2024
Q3
$228K Hold
1,174
0.14% 114
2024
Q2
$272K Hold
1,174
0.17% 113
2024
Q1
$253K Hold
1,174
0.15% 116
2023
Q4
$304K Buy
+1,174
New +$304K 0.21% 97