Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$55.3K Sell
155
-195
-56% -$69.6K 0.02% 216
2025
Q1
$95.1K Sell
350
-12
-3% -$3.26K 0.05% 160
2024
Q4
$120K Buy
362
+294
+432% +$97.6K 0.05% 140
2024
Q3
$22.5K Sell
68
-38
-36% -$12.6K 0.01% 247
2024
Q2
$33.2K Buy
106
+12
+13% +$3.76K 0.01% 211
2024
Q1
$29.4K Buy
94
+73
+348% +$22.8K 0.01% 231
2023
Q4
$5.06K Buy
+21
New +$5.06K ﹤0.01% 346