Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$50.6K Sell
639
-498
-44% -$39.4K 0.02% 233
2025
Q1
$102K Buy
1,137
+73
+7% +$6.54K 0.04% 150
2024
Q4
$106K Sell
1,064
-190
-15% -$18.9K 0.04% 144
2024
Q3
$142K Sell
1,254
-113
-8% -$12.8K 0.06% 117
2024
Q2
$175K Sell
1,367
-582
-30% -$74.4K 0.07% 112
2024
Q1
$256K Buy
1,949
+234
+14% +$30.7K 0.11% 90
2023
Q4
$187K Buy
+1,715
New +$187K 0.07% 146