Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$49K Sell
661
-10
-1% -$742 0.01% 172
2025
Q1
$27.6K Buy
+671
New +$27.6K 0.01% 185
2024
Q4
Sell
-421
Closed -$20.1K 103
2024
Q3
$20.1K Hold
421
0.01% 165
2024
Q2
$20.7K Hold
421
0.01% 166
2024
Q1
$18.2K Buy
+421
New +$18.2K 0.01% 163