Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.4K Sell
169
-164
-49% -$11K ﹤0.01% 468
2025
Q1
$25.9K Sell
333
-124
-27% -$9.66K 0.01% 357
2024
Q4
$37.4K Hold
457
0.01% 298
2024
Q3
$35.4K Sell
457
-450
-50% -$34.8K 0.01% 310
2024
Q2
$64.6K Hold
907
0.03% 221
2024
Q1
$77.9K Hold
907
0.03% 221
2023
Q4
$69.6K Buy
+907
New +$69.6K 0.02% 326