Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$39.6K Sell
1,032
-331
-24% -$12.7K 0.02% 210
2025
Q1
$52.8K Sell
1,363
-292
-18% -$11.3K 0.03% 155
2024
Q4
$56K Sell
1,655
-945
-36% -$32K 0.04% 153
2024
Q3
$106K Hold
2,600
0.07% 98
2024
Q2
$100K Hold
2,600
0.07% 92
2024
Q1
$111K Hold
2,600
0.08% 82
2023
Q4
$96.4K Buy
+2,600
New +$96.4K 0.08% 88