Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.4K Sell
14,993
-1,037
-6% -$2.94K ﹤0.01% 554
2025
Q1
$48.9K Sell
16,030
-1,578
-9% -$4.81K 0.01% 527
2024
Q4
$67.1K Sell
17,608
-1,196
-6% -$4.56K 0.01% 523
2024
Q3
$85.6K Buy
18,804
+944
+5% +$4.3K 0.01% 507
2024
Q2
$67.5K Buy
17,860
+4,301
+32% +$16.3K 0.01% 396
2024
Q1
$30.9K Buy
+13,559
New +$30.9K 0.01% 404