Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$48.1K Sell
11,915
-350
-3% -$1.41K 0.04% 125
2025
Q1
$64.3K Sell
12,265
-1,100
-8% -$5.76K 0.06% 110
2024
Q4
$85.5K Sell
13,365
-620
-4% -$3.97K 0.08% 117
2024
Q3
$70.6K Sell
13,985
-4,610
-25% -$23.3K 0.07% 120
2024
Q2
$69.4K Buy
+18,595
New +$69.4K 0.06% 120