Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$36.9K Sell
366
-11
-3% -$1.11K 0.01% 260
2025
Q1
$36.7K Sell
377
-185
-33% -$18K 0.01% 242
2024
Q4
$57.2K Sell
562
-57
-9% -$5.81K 0.01% 226
2024
Q3
$69.2K Sell
619
-522
-46% -$58.4K 0.02% 224
2024
Q2
$109K Sell
1,141
-653
-36% -$62.3K 0.03% 212
2024
Q1
$159K Sell
1,794
-382
-18% -$33.9K 0.04% 193
2023
Q4
$179K Buy
+2,176
New +$179K 0.05% 188