Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$58.9K Sell
2,812
-481
-15% -$10.1K ﹤0.01% 446
2025
Q1
$79K Hold
3,293
﹤0.01% 358
2024
Q4
$70.3K Hold
3,293
﹤0.01% 381
2024
Q3
$76.2K Hold
3,293
﹤0.01% 355
2024
Q2
$59.9K Sell
3,293
-440
-12% -$8K ﹤0.01% 369
2024
Q1
$80.1K Sell
3,733
-184
-5% -$3.95K ﹤0.01% 349
2023
Q4
$84.3K Hold
3,917
﹤0.01% 342
2023
Q3
$78.7K Buy
+3,917
New +$78.7K ﹤0.01% 322