Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.4K Buy
1,873
+24
+1% +$249 ﹤0.01% 682
2025
Q1
$19K Buy
1,849
+244
+15% +$2.51K ﹤0.01% 694
2024
Q4
$15.3K Sell
1,605
-225
-12% -$2.15K ﹤0.01% 867
2024
Q3
$19.4K Sell
1,830
-148
-7% -$1.57K ﹤0.01% 727
2024
Q2
$16.3K Buy
1,978
+1,118
+130% +$9.24K ﹤0.01% 704
2024
Q1
$7.3K Buy
860
+633
+279% +$5.38K ﹤0.01% 786
2023
Q4
$1.87K Hold
227
﹤0.01% 906
2023
Q3
$1.89K Sell
227
-300
-57% -$2.5K ﹤0.01% 908
2023
Q2
$4.42K Hold
527
﹤0.01% 801
2023
Q1
$4.29K Hold
527
﹤0.01% 769
2022
Q4
$4.22K Buy
+527
New +$4.22K ﹤0.01% 771