Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.1K Sell
881
-182
-17% -$2.5K ﹤0.01% 544
2025
Q1
$13.2K Buy
1,063
+451
+74% +$5.62K ﹤0.01% 417
2024
Q4
$8.14K Buy
612
+95
+18% +$1.26K ﹤0.01% 370
2024
Q3
$5.8K Hold
517
﹤0.01% 369
2024
Q2
$6.94K Hold
517
﹤0.01% 374
2024
Q1
$5.66K Hold
517
﹤0.01% 377
2023
Q4
$12.1K Buy
517
+400
+342% +$9.38K ﹤0.01% 328
2023
Q3
$2.84K Hold
117
﹤0.01% 404
2023
Q2
$1.95K Sell
117
-664
-85% -$11.1K ﹤0.01% 363
2023
Q1
$12.1K Hold
781
﹤0.01% 290
2022
Q4
$14K Hold
781
﹤0.01% 298
2022
Q3
$26K Buy
+781
New +$26K 0.01% 238