Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18K Sell
100
-8
-7% -$1.44K 0.01% 598
2025
Q1
$19.5K Sell
108
-294
-73% -$53K 0.01% 510
2024
Q4
$79.3K Hold
402
0.04% 160
2024
Q3
$63K Hold
402
0.03% 200
2024
Q2
$56.2K Hold
402
0.03% 219
2024
Q1
$47.7K Buy
+402
New +$47.7K 0.03% 240