Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$72.9K Sell
2,043
-1,910
-48% -$68.2K 0.03% 213
2025
Q1
$146K Sell
3,953
-734
-16% -$27.1K 0.06% 169
2024
Q4
$176K Sell
4,687
-627
-12% -$23.5K 0.07% 157
2024
Q3
$222K Sell
5,314
-439
-8% -$18.3K 0.09% 142
2024
Q2
$235K Buy
5,753
+6
+0.1% +$245 0.1% 134
2024
Q1
$252K Hold
5,747
0.12% 124
2023
Q4
$252K Buy
+5,747
New +$252K 0.12% 124