Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$52.5K Sell
184
-10
-5% -$2.85K 0.01% 235
2025
Q1
$52.7K Buy
194
+101
+109% +$27.4K 0.01% 229
2024
Q4
$25.6K Buy
93
+19
+26% +$5.24K 0.01% 276
2024
Q3
$17.9K Buy
74
+9
+14% +$2.18K ﹤0.01% 311
2024
Q2
$12.9K Buy
65
+29
+81% +$5.77K ﹤0.01% 387
2024
Q1
$6.61K Hold
36
﹤0.01% 479
2023
Q4
$5.57K Hold
36
﹤0.01% 514
2023
Q3
$4.66K Sell
36
-36
-50% -$4.66K ﹤0.01% 538
2023
Q2
$9.85K Buy
+72
New +$9.85K ﹤0.01% 672
2022
Q4
$6.36K Buy
+55
New +$6.36K ﹤0.01% 784