Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.7K Sell
183
-47
-20% -$4.29K 0.01% 366
2025
Q1
$21K Buy
230
+28
+14% +$2.56K 0.01% 308
2024
Q4
$17.2K Hold
202
0.01% 343
2024
Q3
$17.7K Buy
202
+31
+18% +$2.71K 0.01% 339
2024
Q2
$13.5K Buy
171
+91
+114% +$7.18K 0.01% 378
2024
Q1
$7.23K Hold
80
0.01% 504
2023
Q4
$7.03K Buy
+80
New +$7.03K 0.01% 490