Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.6K Hold
17,110
﹤0.01% 452
2025
Q1
$39.8K Sell
17,110
-130
-0.8% -$302 ﹤0.01% 390
2024
Q4
$56.5K Sell
17,240
-6,210
-26% -$20.4K 0.01% 368
2024
Q3
$84.2K Buy
23,450
+2,775
+13% +$9.96K 0.01% 350
2024
Q2
$46.7K Buy
20,675
+4,960
+32% +$11.2K 0.01% 368
2024
Q1
$82.7K Sell
15,715
-560
-3% -$2.95K 0.01% 336
2023
Q4
$29.5K Buy
+16,275
New +$29.5K ﹤0.01% 392