Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.8K Sell
754
-795
-51% -$23K 0.01% 242
2025
Q1
$43.8K Sell
1,549
-2,181
-58% -$61.7K 0.03% 185
2024
Q4
$84.9K Sell
3,730
-152
-4% -$3.46K 0.03% 196
2024
Q3
$85.4K Buy
+3,882
New +$85.4K 0.05% 165