Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37.4K Sell
134
-32
-19% -$8.94K 0.01% 253
2025
Q1
$51.7K Buy
166
+98
+144% +$30.5K 0.03% 211
2024
Q4
$17.7K Sell
68
-58
-46% -$15.1K 0.01% 320
2024
Q3
$40.6K Sell
126
-150
-54% -$48.3K 0.02% 204
2024
Q2
$86.2K Sell
276
-226
-45% -$70.6K 0.04% 135
2024
Q1
$143K Buy
502
+457
+1,016% +$130K 0.06% 110
2023
Q4
$13K Buy
+45
New +$13K 0.01% 268