Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.5K Sell
802
-1
-0.1% -$23 ﹤0.01% 2986
2025
Q1
$18.5K Buy
803
+150
+23% +$3.45K ﹤0.01% 2889
2024
Q4
$14.8K Buy
653
+24
+4% +$545 ﹤0.01% 2900
2024
Q3
$17.2K Sell
629
-322
-34% -$8.82K ﹤0.01% 2757
2024
Q2
$23.7K Buy
951
+332
+54% +$8.27K ﹤0.01% 2580
2024
Q1
$16.6K Buy
619
+228
+58% +$6.12K ﹤0.01% 2690
2023
Q4
$8.93K Buy
391
+8
+2% +$183 ﹤0.01% 2906
2023
Q3
$7.94K Buy
383
+8
+2% +$166 ﹤0.01% 2657
2023
Q2
$7.31K Buy
+375
New +$7.31K ﹤0.01% 2705
2023
Q1
Sell
-13
Closed -$404 3565
2022
Q4
$404 Buy
+13
New +$404 ﹤0.01% 3205