Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$78.5K Buy
258
+27
+12% +$8.21K ﹤0.01% 919
2025
Q1
$62K Hold
231
﹤0.01% 933
2024
Q4
$56.9K Hold
231
﹤0.01% 863
2024
Q3
$52.9K Sell
231
-2
-0.9% -$458 ﹤0.01% 881
2024
Q2
$47K Buy
233
+21
+10% +$4.24K ﹤0.01% 827
2024
Q1
$41.3K Hold
212
﹤0.01% 736
2023
Q4
$32.8K Buy
+212
New +$32.8K ﹤0.01% 733
2023
Q2
Sell
-238
Closed -$30.1K 1615
2023
Q1
$30.1K Buy
+238
New +$30.1K ﹤0.01% 648