Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$54.5K Buy
528
+27
+5% +$2.79K ﹤0.01% 538
2025
Q1
$46.4K Sell
501
-9
-2% -$833 ﹤0.01% 543
2024
Q4
$47.7K Hold
510
﹤0.01% 531
2024
Q3
$47.1K Buy
510
+170
+50% +$15.7K ﹤0.01% 513
2024
Q2
$33.3K Buy
340
+165
+94% +$16.2K ﹤0.01% 532
2024
Q1
$21.5K Buy
+175
New +$21.5K 0.01% 373