Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.2K Sell
386
-958
-71% -$25.4K ﹤0.01% 437
2025
Q1
$46.9K Sell
1,344
-138
-9% -$4.82K 0.02% 259
2024
Q4
$59.5K Sell
1,482
-97
-6% -$3.89K 0.02% 242
2024
Q3
$86.3K Sell
1,579
-74
-4% -$4.04K 0.03% 214
2024
Q2
$88.8K Sell
1,653
-106
-6% -$5.69K 0.04% 202
2024
Q1
$96.5K Hold
1,759
0.05% 189
2023
Q4
$96.5K Buy
+1,759
New +$96.5K 0.05% 188