Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.47K Sell
17
-57
-77% -$8.29K ﹤0.01% 965
2025
Q1
$12.9K Sell
74
-10
-12% -$1.75K ﹤0.01% 758
2024
Q4
$17.6K Buy
84
+1
+1% +$210 ﹤0.01% 698
2024
Q3
$23.8K Hold
83
﹤0.01% 628
2024
Q2
$26K Hold
83
﹤0.01% 604
2024
Q1
$27.9K Hold
83
0.01% 588
2023
Q4
$23.5K Buy
+83
New +$23.5K ﹤0.01% 596
2023
Q3
Sell
-79
Closed -$19.8K 563
2023
Q2
$19.8K Buy
+79
New +$19.8K ﹤0.01% 618