Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.44K Sell
148
-501
-77% -$25.2K ﹤0.01% 959
2025
Q1
$23.6K Buy
649
+6
+0.9% +$218 0.01% 645
2024
Q4
$31.7K Hold
643
﹤0.01% 647
2024
Q3
$30.7K Sell
643
-146
-19% -$6.97K ﹤0.01% 608
2024
Q2
$34.1K Buy
+789
New +$34.1K ﹤0.01% 916
2023
Q4
Sell
-789
Closed -$29K 1214
2023
Q3
$29K Hold
789
0.01% 624
2023
Q2
$23K Buy
+789
New +$23K ﹤0.01% 845