Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$543 Sell
56
-14
-20% -$136 ﹤0.01% 834
2025
Q1
$893 Sell
70
-17
-20% -$217 ﹤0.01% 762
2024
Q4
$1.8K Sell
87
-1
-1% -$21 ﹤0.01% 741
2024
Q3
$1.24K Hold
88
﹤0.01% 699
2024
Q2
$1.1K Sell
88
-924
-91% -$11.6K ﹤0.01% 715
2024
Q1
$13.4K Sell
1,012
-20
-2% -$265 ﹤0.01% 524
2023
Q4
$19.5K Sell
1,032
-131
-11% -$2.48K ﹤0.01% 489
2023
Q3
$17.5K Sell
1,163
-3,033
-72% -$45.6K ﹤0.01% 479
2023
Q2
$90.6K Buy
+4,196
New +$90.6K ﹤0.01% 317