Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$108K Buy
2,240
+16
+0.7% +$769 0.01% 1277
2025
Q1
$108K Sell
2,224
-30
-1% -$1.46K 0.01% 1146
2024
Q4
$110K Buy
2,254
+40
+2% +$1.95K 0.01% 1129
2024
Q3
$138K Buy
2,214
+1,010
+84% +$62.7K 0.02% 936
2024
Q2
$68.7K Buy
1,204
+4
+0.3% +$228 0.01% 1231
2024
Q1
$69.2K Buy
+1,200
New +$69.2K 0.01% 1190