Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$126K Sell
1,267
-83
-6% -$8.23K 0.01% 234
2025
Q1
$110K Hold
1,350
0.01% 248
2024
Q4
$140K Buy
1,350
+33
+3% +$3.43K 0.02% 221
2024
Q3
$87K Hold
1,317
0.01% 223
2024
Q2
$96.6K Hold
1,317
0.01% 226
2024
Q1
$87K Hold
1,317
0.01% 226
2023
Q4
$97.9K Sell
1,317
-105
-7% -$7.81K 0.02% 218
2023
Q3
$78.7K Buy
+1,422
New +$78.7K 0.01% 226