Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.72K Sell
744
-613
-45% -$2.24K ﹤0.01% 3317
2025
Q1
$3.61K Buy
1,357
+625
+85% +$1.66K ﹤0.01% 3216
2024
Q4
$2.97K Buy
732
+36
+5% +$146 ﹤0.01% 3093
2024
Q3
$2.88K Buy
696
+59
+9% +$244 ﹤0.01% 2942
2024
Q2
$1.56K Buy
+637
New +$1.56K ﹤0.01% 2949
2024
Q1
Sell
-400
Closed -$916 3329
2023
Q4
$916 Buy
+400
New +$916 ﹤0.01% 2816