Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26.1K Hold
1,167
0.01% 345
2025
Q1
$26.5K Hold
1,167
0.01% 350
2024
Q4
$23.4K Buy
1,167
+33
+3% +$662 0.01% 375
2024
Q3
$26.6K Sell
1,134
-294
-21% -$6.9K 0.01% 354
2024
Q2
$44K Sell
1,428
-2,154
-60% -$66.4K 0.02% 278
2024
Q1
$159K Sell
3,582
-41
-1% -$1.83K 0.07% 134
2023
Q4
$182K Buy
+3,623
New +$182K 0.06% 150