Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$46.6K Buy
1,077
+4
+0.4% +$173 0.02% 247
2025
Q1
$48.7K Buy
1,073
+4
+0.4% +$181 0.02% 247
2024
Q4
$42.7K Buy
1,069
+1
+0.1% +$40 0.02% 258
2024
Q3
$48K Sell
1,068
-6
-0.6% -$270 0.02% 241
2024
Q2
$44.3K Sell
1,074
-840
-44% -$34.6K 0.02% 233
2024
Q1
$80.3K Sell
1,914
-810
-30% -$34K 0.04% 189
2023
Q4
$103K Buy
+2,724
New +$103K 0.06% 161