Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34.1K Sell
153
-2
-1% -$446 0.01% 265
2025
Q1
$31.9K Sell
155
-6
-4% -$1.23K 0.01% 246
2024
Q4
$29.4K Sell
161
-27
-14% -$4.93K 0.01% 255
2024
Q3
$38.7K Buy
188
+16
+9% +$3.29K 0.01% 245
2024
Q2
$30.1K Buy
172
+4
+2% +$700 0.01% 250
2024
Q1
$28.9K Sell
168
-4
-2% -$687 0.01% 247
2023
Q4
$25.9K Hold
172
0.01% 260
2023
Q3
$20.7K Buy
+172
New +$20.7K 0.01% 279