Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$45.3K Sell
2,165
-244
-10% -$5.11K ﹤0.01% 364
2025
Q1
$57.8K Buy
2,409
+383
+19% +$9.18K ﹤0.01% 314
2024
Q4
$43.3K Buy
2,026
+244
+14% +$5.21K ﹤0.01% 343
2024
Q3
$41.2K Hold
1,782
﹤0.01% 338
2024
Q2
$32.4K Sell
1,782
-320
-15% -$5.82K ﹤0.01% 360
2024
Q1
$45.1K Buy
2,102
+320
+18% +$6.87K ﹤0.01% 312
2023
Q4
$38.4K Buy
+1,782
New +$38.4K ﹤0.01% 322