Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.5K Sell
585
-200
-25% -$5.3K 0.01% 66
2025
Q1
$27.4K Buy
785
+187
+31% +$6.53K 0.02% 61
2024
Q4
$24K Buy
+598
New +$24K 0.02% 57
2021
Q1
Sell
-387
Closed -$21K 55
2020
Q4
$21K Buy
+387
New +$21K 0.02% 70