Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.9K Sell
475
-114
-19% -$5.49K 0.01% 346
2025
Q1
$28.6K Sell
589
-110
-16% -$5.34K 0.01% 272
2024
Q4
$34.1K Sell
699
-136
-16% -$6.64K 0.01% 238
2024
Q3
$51.9K Buy
835
+99
+13% +$6.15K 0.01% 200
2024
Q2
$42K Sell
736
-99
-12% -$5.66K 0.01% 203
2024
Q1
$48.2K Sell
835
-248
-23% -$14.3K 0.01% 201
2023
Q4
$74K Buy
+1,083
New +$74K 0.02% 225