Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.8K Sell
109
-98
-47% -$20.5K ﹤0.01% 653
2025
Q1
$44.8K Sell
207
-144
-41% -$31.2K 0.01% 563
2024
Q4
$72.4K Buy
351
+83
+31% +$17.1K 0.01% 501
2024
Q3
$47.1K Buy
268
+168
+168% +$29.5K 0.01% 559
2024
Q2
$16.3K Buy
+100
New +$16.3K ﹤0.01% 706
2024
Q1
Sell
-12
Closed -$1.54K 998
2023
Q4
$1.54K Buy
+12
New +$1.54K ﹤0.01% 919