Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25K Hold
70
0.01% 154
2025
Q1
$19K Sell
70
-15
-18% -$4.08K 0.01% 179
2024
Q4
$28.2K Buy
85
+15
+21% +$4.98K 0.01% 185
2024
Q3
$23.2K Hold
70
0.01% 205
2024
Q2
$21.9K Hold
70
0.01% 203
2024
Q1
$21.9K Hold
70
0.01% 216
2023
Q4
$16.9K Buy
+70
New +$16.9K 0.01% 294