Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$32.3K Buy
669
+82
+14% +$3.95K 0.01% 402
2025
Q1
$23.6K Hold
587
0.01% 435
2024
Q4
$26.9K Hold
587
0.01% 445
2024
Q3
$27.5K Buy
587
+58
+11% +$2.72K 0.01% 459
2024
Q2
$22.4K Sell
529
-287
-35% -$12.1K 0.01% 483
2024
Q1
$36.1K Buy
+816
New +$36.1K 0.01% 453
2023
Q4
Sell
-643
Closed -$27.6K 991
2023
Q3
$27.6K Hold
643
0.01% 574
2023
Q2
$30.7K Buy
+643
New +$30.7K 0.01% 575