Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11K Sell
160
-115
-42% -$7.91K 0.01% 262
2025
Q1
$17.9K Sell
275
-150
-35% -$9.79K 0.01% 257
2024
Q4
$36.3K Hold
425
0.02% 229
2024
Q3
$33.2K Buy
425
+115
+37% +$8.97K 0.02% 237
2024
Q2
$18K Hold
310
0.01% 258
2024
Q1
$20.8K Sell
310
-477
-61% -$32K 0.01% 257
2023
Q4
$48.3K Buy
787
+150
+24% +$9.21K 0.03% 212
2023
Q3
$37.2K Hold
637
0.02% 223
2023
Q2
$48.3K Buy
+637
New +$48.3K 0.03% 212