Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.2K Buy
1,953
+13
+0.7% +$141 0.01% 385
2025
Q1
$19.5K Buy
1,940
+14
+0.7% +$140 0.01% 414
2024
Q4
$19.1K Sell
1,926
-1,107
-36% -$11K 0.01% 407
2024
Q3
$32K Sell
3,033
-2,500
-45% -$26.4K 0.01% 329
2024
Q2
$70.5K Sell
5,533
-1,999
-27% -$25.5K 0.03% 211
2024
Q1
$100K Buy
7,532
+2,832
+60% +$37.6K 0.04% 191
2023
Q4
$57.3K Buy
+4,700
New +$57.3K 0.02% 359