Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.1K Sell
1,019
-132
-11% -$1.18K ﹤0.01% 660
2025
Q1
$10K Buy
1,151
+102
+10% +$889 ﹤0.01% 660
2024
Q4
$13.1K Buy
1,049
+7
+0.7% +$87 ﹤0.01% 632
2024
Q3
$12.1K Buy
1,042
+6
+0.6% +$70 ﹤0.01% 671
2024
Q2
$11K Buy
1,036
+8
+0.8% +$85 ﹤0.01% 470
2024
Q1
$12.3K Sell
1,028
-47
-4% -$561 ﹤0.01% 469
2023
Q4
$11.6K Buy
+1,075
New +$11.6K ﹤0.01% 458