Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.6K Hold
1,527
﹤0.01% 232
2025
Q1
$15.3K Buy
1,527
+278
+22% +$2.79K ﹤0.01% 227
2024
Q4
$12.4K Sell
1,249
-450
-26% -$4.46K ﹤0.01% 240
2024
Q3
$17.9K Sell
1,699
-119
-7% -$1.26K ﹤0.01% 207
2024
Q2
$22.8K Hold
1,818
﹤0.01% 180
2024
Q1
$24.1K Buy
1,818
+192
+12% +$2.55K 0.01% 174
2023
Q4
$19.8K Buy
+1,626
New +$19.8K 0.01% 190