Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$48.9K Sell
321
-130
-29% -$19.8K 0.02% 225
2025
Q1
$66.2K Buy
451
+42
+10% +$6.17K 0.03% 185
2024
Q4
$52.8K Sell
409
-154
-27% -$19.9K 0.02% 205
2024
Q3
$77K Sell
563
-11
-2% -$1.5K 0.03% 151
2024
Q2
$58.7K Buy
+574
New +$58.7K 0.03% 171
2024
Q1
Sell
-1,740
Closed -$159K 750
2023
Q4
$159K Buy
+1,740
New +$159K 0.13% 102