Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$53.9K Sell
711
-1
-0.1% -$76 0.01% 535
2025
Q1
$53.4K Sell
712
-112
-14% -$8.41K 0.01% 524
2024
Q4
$63K Buy
824
+119
+17% +$9.1K 0.01% 530
2024
Q3
$55.1K Buy
705
+505
+253% +$39.4K 0.01% 537
2024
Q2
$14.3K Buy
200
+70
+54% +$5.01K ﹤0.01% 727
2024
Q1
$10.6K Sell
130
-500
-79% -$40.6K ﹤0.01% 755
2023
Q4
$46.1K Hold
630
0.01% 516
2023
Q3
$41.6K Hold
630
0.01% 508
2023
Q2
$46.7K Buy
630
+500
+385% +$37.1K 0.01% 489
2023
Q1
$10K Buy
130
+78
+150% +$6.02K ﹤0.01% 672
2022
Q4
$3.98K Buy
+52
New +$3.98K ﹤0.01% 777