Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.6K Hold
122
﹤0.01% 257
2025
Q1
$10.8K Buy
122
+20
+20% +$1.76K ﹤0.01% 280
2024
Q4
$9.66K Sell
102
-37
-27% -$3.5K ﹤0.01% 260
2024
Q3
$15.2K Sell
139
-74
-35% -$8.08K ﹤0.01% 214
2024
Q2
$24.3K Sell
213
-125
-37% -$14.3K ﹤0.01% 170
2024
Q1
$49K Buy
338
+110
+48% +$15.9K 0.01% 123
2023
Q4
$32.2K Buy
+228
New +$32.2K 0.02% 173