Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$99.9K Sell
4,461
-250
-5% -$5.6K 0.01% 257
2025
Q1
$107K Sell
4,711
-10
-0.2% -$227 0.01% 251
2024
Q4
$94.7K Buy
4,721
+251
+6% +$5.03K 0.01% 249
2024
Q3
$197K Hold
4,470
0.03% 159
2024
Q2
$138K Hold
4,470
0.02% 187
2024
Q1
$197K Sell
4,470
-332
-7% -$14.7K 0.03% 159
2023
Q4
$241K Hold
4,802
0.04% 150
2023
Q3
$171K Buy
4,802
+1
+0% +$36 0.03% 167
2023
Q2
$161K Buy
+4,801
New +$161K 0.03% 179