Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$75.3K Sell
84
-1
-1% -$896 0.03% 189
2025
Q1
$57.7K Buy
85
+6
+8% +$4.07K 0.03% 208
2024
Q4
$49.6K Buy
79
+3
+4% +$1.88K 0.02% 231
2024
Q3
$59.2K Hold
76
0.03% 211
2024
Q2
$62.9K Hold
76
0.03% 199
2024
Q1
$53.2K Buy
+76
New +$53.2K 0.03% 220