Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.7K Sell
4,808
-404
-8% -$983 ﹤0.01% 729
2025
Q1
$12.3K Buy
5,212
+629
+14% +$1.48K ﹤0.01% 768
2024
Q4
$8.95K Hold
4,583
﹤0.01% 797
2024
Q3
$11.2K Buy
4,583
+419
+10% +$1.02K ﹤0.01% 799
2024
Q2
$8.54K Buy
4,164
+1,162
+39% +$2.38K ﹤0.01% 784
2024
Q1
$7.45K Buy
3,002
+662
+28% +$1.64K ﹤0.01% 781
2023
Q4
$6.85K Hold
2,340
﹤0.01% 800
2023
Q3
$6.04K Hold
2,340
﹤0.01% 788
2023
Q2
$7.44K Buy
2,340
+295
+14% +$938 ﹤0.01% 780
2023
Q1
$5.77K Buy
2,045
+633
+45% +$1.79K ﹤0.01% 799
2022
Q4
$4.01K Buy
+1,412
New +$4.01K ﹤0.01% 836