Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.3K Sell
235
-139
-37% -$6.68K ﹤0.01% 617
2025
Q1
$18.1K Sell
374
-369
-50% -$17.9K 0.01% 498
2024
Q4
$36.3K Buy
743
+1
+0.1% +$49 0.01% 383
2024
Q3
$46.1K Hold
742
0.02% 331
2024
Q2
$42.4K Sell
742
-179
-19% -$10.2K 0.02% 316
2024
Q1
$53.2K Buy
921
+15
+2% +$866 0.02% 301
2023
Q4
$61.9K Buy
906
+267
+42% +$18.2K 0.03% 308
2023
Q3
$36.4K Buy
639
+174
+37% +$9.9K 0.02% 345
2023
Q2
$27.7K Buy
465
+330
+244% +$19.7K 0.02% 384
2023
Q1
$8.56K Buy
+135
New +$8.56K 0.01% 570