Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$55.7K Sell
33,982
-630
-2% -$1.03K ﹤0.01% 5202
2025
Q1
$60.9K Buy
34,612
+80
+0.2% +$141 ﹤0.01% 4997
2024
Q4
$74.9K Buy
34,532
+3,200
+10% +$6.94K ﹤0.01% 4925
2024
Q3
$69.2K Buy
31,332
+2,000
+7% +$4.42K ﹤0.01% 4848
2024
Q2
$59K Buy
+29,332
New +$59K ﹤0.01% 4723
2023
Q4
Sell
-10,650
Closed -$20.2K 4770
2023
Q3
$20.2K Buy
+10,650
New +$20.2K ﹤0.01% 4546