Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$55.3K Sell
910
-114
-11% -$6.93K ﹤0.01% 1030
2025
Q1
$58.8K Buy
1,024
+249
+32% +$14.3K ﹤0.01% 962
2024
Q4
$38.3K Hold
775
﹤0.01% 976
2024
Q3
$35K Buy
775
+450
+138% +$20.3K ﹤0.01% 1009
2024
Q2
$14.1K Buy
325
+300
+1,200% +$13.1K ﹤0.01% 1163
2024
Q1
$984 Sell
25
-132
-84% -$5.2K ﹤0.01% 1448
2023
Q4
$6.37K Buy
157
+25
+19% +$1.01K ﹤0.01% 1117
2023
Q3
$5.21K Hold
132
﹤0.01% 1164
2023
Q2
$5.23K Hold
132
﹤0.01% 1092
2023
Q1
$4.51K Buy
+132
New +$4.51K ﹤0.01% 1106