Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24.4K Sell
166
-47
-22% -$6.9K ﹤0.01% 340
2025
Q1
$33.6K Sell
213
-1
-0.5% -$158 ﹤0.01% 330
2024
Q4
$37.5K Sell
214
-16
-7% -$2.81K ﹤0.01% 310
2024
Q3
$41.2K Sell
230
-57
-20% -$10.2K ﹤0.01% 293
2024
Q2
$50.8K Buy
287
+6
+2% +$1.06K 0.01% 296
2024
Q1
$66.7K Sell
281
-157
-36% -$37.3K 0.01% 224
2023
Q4
$79K Sell
438
-8
-2% -$1.44K 0.02% 215
2023
Q3
$89.9K Sell
446
-126
-22% -$25.4K 0.02% 204
2023
Q2
$104K Sell
572
-65
-10% -$11.8K 0.02% 173
2023
Q1
$32.4K Sell
637
-258
-29% -$13.1K 0.01% 243
2022
Q4
$41.4K Buy
+895
New +$41.4K 0.01% 262