Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$119K Buy
1,096
+3
+0.3% +$326 0.01% 397
2025
Q1
$80K Sell
1,093
-338
-24% -$24.7K 0.01% 454
2024
Q4
$121K Hold
1,431
0.01% 386
2024
Q3
$143K Buy
1,431
+57
+4% +$5.69K 0.01% 343
2024
Q2
$111K Buy
+1,374
New +$111K 0.01% 363