Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$70.6K Sell
585
-65
-10% -$7.84K ﹤0.01% 886
2025
Q1
$75.8K Sell
650
-298
-31% -$34.7K ﹤0.01% 836
2024
Q4
$114K Sell
948
-11
-1% -$1.32K ﹤0.01% 932
2024
Q3
$102K Buy
959
+420
+78% +$44.7K ﹤0.01% 889
2024
Q2
$50.9K Buy
539
+431
+399% +$40.7K ﹤0.01% 814
2024
Q1
$11.9K Buy
+108
New +$11.9K ﹤0.01% 832