Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.4K Sell
255
-173
-40% -$15.2K ﹤0.01% 361
2025
Q1
$30.1K Sell
428
-103
-19% -$7.26K ﹤0.01% 368
2024
Q4
$39.5K Buy
+531
New +$39.5K ﹤0.01% 379
2024
Q3
Sell
-1,188
Closed -$71.2K 451
2024
Q2
$71.2K Buy
1,188
+135
+13% +$8.09K ﹤0.01% 384
2024
Q1
$68.6K Buy
+1,053
New +$68.6K ﹤0.01% 387