Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.1K Sell
776
-1,162
-60% -$21.1K 0.01% 405
2025
Q1
$38.9K Sell
1,938
-93
-5% -$1.87K 0.02% 195
2024
Q4
$42.8K Buy
2,031
+204
+11% +$4.3K 0.03% 176
2024
Q3
$44.4K Hold
1,827
0.03% 174
2024
Q2
$40K Sell
1,827
-707
-28% -$15.5K 0.03% 180
2024
Q1
$52K Buy
2,534
+1,516
+149% +$31.1K 0.04% 155
2023
Q4
$22.3K Buy
+1,018
New +$22.3K 0.02% 257