Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.1K Sell
172
-29
-14% -$3.39K 0.01% 331
2025
Q1
$20.5K Buy
201
+68
+51% +$6.95K 0.01% 313
2024
Q4
$12.7K Hold
133
0.01% 400
2024
Q3
$12.6K Hold
133
0.01% 410
2024
Q2
$12.4K Buy
133
+41
+45% +$3.82K 0.01% 398
2024
Q1
$8K Hold
92
0.01% 481
2023
Q4
$6.84K Buy
+92
New +$6.84K 0.01% 500