Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.6K Sell
528
-55
-9% -$2.14K ﹤0.01% 753
2025
Q1
$22.1K Buy
583
+50
+9% +$1.89K 0.01% 664
2024
Q4
$18K Buy
533
+322
+153% +$10.9K ﹤0.01% 769
2024
Q3
$8.63K Sell
211
-1,400
-87% -$57.2K ﹤0.01% 812
2024
Q2
$61.8K Buy
1,611
+1,400
+664% +$53.7K 0.01% 738
2024
Q1
$8.95K Buy
+211
New +$8.95K 0.02% 295
2023
Q4
Sell
-137
Closed -$4.97K 1228
2023
Q3
$4.97K Hold
137
﹤0.01% 954
2023
Q2
$4.83K Buy
+137
New +$4.83K ﹤0.01% 1077