Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10K Sell
134
-1
-0.7% -$75 ﹤0.01% 446
2025
Q1
$9.16K Sell
135
-11
-8% -$746 ﹤0.01% 438
2024
Q4
$9.07K Buy
146
+38
+35% +$2.36K ﹤0.01% 409
2024
Q3
$7.01K Buy
108
+55
+104% +$3.57K ﹤0.01% 479
2024
Q2
$2.87K Buy
53
+10
+23% +$541 ﹤0.01% 497
2024
Q1
$2.28K Buy
43
+7
+19% +$372 ﹤0.01% 465
2023
Q4
$1.59K Buy
+36
New +$1.59K ﹤0.01% 495