Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17K Buy
346
+26
+8% +$1.28K ﹤0.01% 551
2025
Q1
$18.1K Hold
320
﹤0.01% 533
2024
Q4
$18.4K Buy
320
+76
+31% +$4.36K ﹤0.01% 478
2024
Q3
$12.8K Buy
244
+72
+42% +$3.77K ﹤0.01% 479
2024
Q2
$9.32K Hold
172
﹤0.01% 488
2024
Q1
$9.96K Hold
172
﹤0.01% 499
2023
Q4
$8.43K Hold
172
﹤0.01% 505
2023
Q3
$7.41K Hold
172
﹤0.01% 546
2023
Q2
$7.84K Sell
172
-92
-35% -$4.2K ﹤0.01% 521
2023
Q1
$9.93K Buy
+264
New +$9.93K ﹤0.01% 514