Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29K Sell
75
-4
-5% -$1.55K 0.01% 322
2025
Q1
$30.3K Buy
79
+22
+39% +$8.44K 0.01% 263
2024
Q4
$25.4K Sell
57
-43
-43% -$19.2K 0.01% 263
2024
Q3
$51.8K Buy
+100
New +$51.8K 0.01% 201
2024
Q2
Sell
-25
Closed -$12.6K 546
2024
Q1
$12.6K Buy
+25
New +$12.6K ﹤0.01% 346