Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$70.5K Sell
12,147
-464
-4% -$2.69K ﹤0.01% 1650
2025
Q1
$61.3K Buy
12,611
+362
+3% +$1.76K ﹤0.01% 1369
2024
Q4
$94.3K Buy
12,249
+98
+0.8% +$755 ﹤0.01% 1133
2024
Q3
$77.5K Sell
12,151
-66
-0.5% -$421 ﹤0.01% 811
2024
Q2
$66K Buy
12,217
+28
+0.2% +$151 ﹤0.01% 900
2024
Q1
$68.3K Buy
+12,189
New +$68.3K ﹤0.01% 848