Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-71
Closed -$24.8K 1394
2025
Q1
$24.8K Sell
71
-3
-4% -$1.05K ﹤0.01% 673
2024
Q4
$33.7K Buy
+74
New +$33.7K 0.01% 611
2024
Q3
Sell
-2
Closed -$949 1633
2024
Q2
$949 Hold
2
﹤0.01% 1272
2024
Q1
$1.17K Hold
2
﹤0.01% 1251
2023
Q4
$877 Hold
2
﹤0.01% 1248
2023
Q3
$797 Hold
2
﹤0.01% 1216
2023
Q2
$685 Buy
+2
New +$685 ﹤0.01% 1232