Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$44.1K Sell
14,616
-4,638
-24% -$14K 0.02% 192
2025
Q1
$58.9K Hold
19,254
0.04% 143
2024
Q4
$68.2K Hold
19,254
0.04% 127
2024
Q3
$62.4K Buy
19,254
+1,042
+6% +$3.38K 0.04% 143
2024
Q2
$55.5K Buy
18,212
+5,638
+45% +$17.2K 0.04% 144
2024
Q1
$36.2K Buy
12,574
+3,596
+40% +$10.3K 0.03% 187
2023
Q4
$25K Buy
+8,978
New +$25K 0.02% 235