Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$51K Sell
176
-8
-4% -$2.32K 0.02% 231
2025
Q1
$55.3K Buy
184
+8
+5% +$2.41K 0.02% 228
2024
Q4
$48.6K Hold
176
0.02% 249
2024
Q3
$50.8K Buy
176
+31
+21% +$8.94K 0.02% 232
2024
Q2
$36.9K Sell
145
-7
-5% -$1.78K 0.02% 302
2024
Q1
$39.2K Hold
152
0.02% 319
2023
Q4
$34.4K Buy
+152
New +$34.4K 0.01% 487