Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$77.2K Buy
1,120
+158
+16% +$10.9K 0.03% 119
2025
Q1
$66.3K Hold
962
0.03% 123
2024
Q4
$59.2K Hold
962
0.02% 124
2024
Q3
$59.7K Hold
962
0.02% 125
2024
Q2
$51K Sell
962
-21
-2% -$1.11K 0.02% 130
2024
Q1
$52.5K Sell
983
-980
-50% -$52.3K 0.02% 134
2023
Q4
$102K Sell
1,963
-300
-13% -$15.7K 0.04% 114
2023
Q3
$115K Buy
+2,263
New +$115K 0.06% 100