Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$87.8K Sell
246
-50
-17% -$17.9K 0.01% 207
2025
Q1
$80.6K Buy
296
+50
+20% +$13.6K 0.01% 204
2024
Q4
$81.6K Buy
246
+46
+23% +$15.3K 0.01% 183
2024
Q3
$66.3K Hold
200
﹤0.01% 196
2024
Q2
$62.7K Hold
200
0.01% 194
2024
Q1
$62.5K Hold
200
0.01% 201
2023
Q4
$48.2K Hold
200
﹤0.01% 215
2023
Q3
$42.7K Sell
200
-439
-69% -$93.6K ﹤0.01% 202
2023
Q2
$129K Hold
639
0.01% 146
2023
Q1
$109K Buy
+639
New +$109K 0.01% 153