Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.88K Sell
437
-22
-5% -$296 ﹤0.01% 991
2025
Q1
$7.44K Buy
459
+3
+0.7% +$49 ﹤0.01% 1004
2024
Q4
$9.88K Buy
456
+77
+20% +$1.67K ﹤0.01% 971
2024
Q3
$9.52K Hold
379
﹤0.01% 993
2024
Q2
$8.04K Sell
379
-543
-59% -$11.5K ﹤0.01% 965
2024
Q1
$23.3K Buy
922
+400
+77% +$10.1K ﹤0.01% 899
2023
Q4
$11.9K Buy
522
+149
+40% +$3.4K ﹤0.01% 927
2023
Q3
$6.5K Buy
373
+10
+3% +$174 ﹤0.01% 935
2023
Q2
$7.46K Sell
363
-132
-27% -$2.71K ﹤0.01% 941
2023
Q1
$10.5K Buy
+495
New +$10.5K ﹤0.01% 990