Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$62.7K Buy
2,460
+325
+15% +$8.29K 0.04% 235
2025
Q1
$59.1K Sell
2,135
-135
-6% -$3.74K 0.05% 227
2024
Q4
$74.1K Sell
2,270
-80
-3% -$2.61K 0.05% 219
2024
Q3
$82.3K Hold
2,350
0.05% 217
2024
Q2
$82.3K Sell
2,350
-325
-12% -$11.4K 0.06% 208
2024
Q1
$80.8K Buy
2,675
+140
+6% +$4.23K 0.06% 207
2023
Q4
$76.3K Buy
+2,535
New +$76.3K 0.07% 187