Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$77.5K Buy
3,721
+1,525
+69% +$31.8K ﹤0.01% 299
2025
Q1
$56.3K Buy
2,196
+1,008
+85% +$25.8K ﹤0.01% 337
2024
Q4
$37.4K Buy
+1,188
New +$37.4K ﹤0.01% 334
2024
Q2
$36.6K Buy
1,120
+102
+10% +$3.33K ﹤0.01% 288
2024
Q1
$28.5K Buy
1,018
+19
+2% +$532 ﹤0.01% 266
2023
Q4
$27.2K Sell
999
-5
-0.5% -$136 ﹤0.01% 227
2023
Q3
$24.4K Buy
+1,004
New +$24.4K ﹤0.01% 243