Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$89.4K Sell
336
-105
-24% -$27.9K 0.04% 187
2025
Q1
$133K Sell
441
-30
-6% -$9.06K 0.07% 150
2024
Q4
$130K Hold
471
0.06% 153
2024
Q3
$136K Sell
471
-65
-12% -$18.7K 0.07% 151
2024
Q2
$137K Hold
536
0.07% 149
2024
Q1
$139K Hold
536
0.07% 152
2023
Q4
$121K Hold
536
0.07% 157
2023
Q3
$112K Buy
536
+250
+87% +$52K 0.07% 159
2023
Q2
$58.5K Buy
+286
New +$58.5K 0.03% 202