Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$80.3K Sell
49,281
-1,997
-4% -$3.26K ﹤0.01% 893
2025
Q1
$72.8K Buy
51,278
+2,017
+4% +$2.86K ﹤0.01% 680
2024
Q4
$79.8K Hold
49,261
﹤0.01% 662
2024
Q3
$48.4K Sell
49,261
-975
-2% -$959 ﹤0.01% 569
2024
Q2
$83.9K Buy
50,236
+972
+2% +$1.62K ﹤0.01% 614
2024
Q1
$143K Buy
49,264
+3
+0% +$9 0.01% 596
2023
Q4
$169K Hold
49,261
0.01% 552
2023
Q3
$182K Hold
49,261
0.01% 508
2023
Q2
$205K Buy
+49,261
New +$205K 0.01% 502