Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28.4K Sell
157
-3
-2% -$543 0.01% 673
2025
Q1
$25.9K Buy
160
+3
+2% +$486 0.01% 621
2024
Q4
$27.3K Hold
157
﹤0.01% 676
2024
Q3
$35.5K Hold
157
0.01% 583
2024
Q2
$34.4K Buy
+157
New +$34.4K ﹤0.01% 913
2024
Q1
Sell
-157
Closed -$35.7K 619
2023
Q4
$35.7K Buy
+157
New +$35.7K 0.01% 593
2023
Q3
Sell
-157
Closed -$28.8K 1400
2023
Q2
$28.8K Buy
+157
New +$28.8K ﹤0.01% 795