Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$43.5K Buy
1,011
+44
+5% +$1.89K 0.01% 369
2025
Q1
$32.1K Hold
967
0.01% 394
2024
Q4
$35.2K Hold
967
0.01% 398
2024
Q3
$27.4K Sell
967
-32
-3% -$906 0.01% 461
2024
Q2
$25.7K Sell
999
-58
-5% -$1.5K 0.01% 459
2024
Q1
$26.3K Buy
1,057
+58
+6% +$1.45K 0.01% 496
2023
Q4
$18.2K Sell
999
-134
-12% -$2.45K 0.01% 549
2023
Q3
$21.2K Buy
+1,133
New +$21.2K 0.01% 630