Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$45.5K Sell
1,048
-661
-39% -$28.7K 0.02% 269
2025
Q1
$78.8K Sell
1,709
-402
-19% -$18.5K 0.03% 214
2024
Q4
$79.5K Buy
2,111
+53
+3% +$2K 0.03% 223
2024
Q3
$83.5K Sell
2,058
-113
-5% -$4.58K 0.03% 215
2024
Q2
$80.8K Sell
2,171
-139
-6% -$5.17K 0.04% 208
2024
Q1
$82.9K Hold
2,310
0.04% 202
2023
Q4
$82.9K Buy
+2,310
New +$82.9K 0.04% 202