Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$45.3K Sell
861
-26
-3% -$1.37K 0.01% 565
2025
Q1
$40.5K Buy
887
+476
+116% +$21.7K 0.01% 530
2024
Q4
$19.5K Hold
411
﹤0.01% 753
2024
Q3
$18.6K Hold
411
﹤0.01% 691
2024
Q2
$16K Buy
+411
New +$16K ﹤0.01% 1145
2024
Q1
Sell
-427
Closed -$13K 740
2023
Q4
$13K Sell
427
-346
-45% -$10.5K ﹤0.01% 724
2023
Q3
$23.6K Buy
773
+395
+104% +$12K 0.01% 661
2023
Q2
$13.3K Buy
+378
New +$13.3K ﹤0.01% 929