Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.74K Sell
160
-9
-5% -$98 0.08% 160
2025
Q1
$1.7K Sell
169
-23
-12% -$232 0.1% 172
2024
Q4
$1.9K Buy
192
+63
+49% +$624 0.08% 203
2024
Q3
$1.36K Sell
129
-176
-58% -$1.86K 0.12% 107
2024
Q2
$3.83K Buy
305
+2
+0.7% +$25 0.32% 79
2024
Q1
$4.02K Sell
303
-40
-12% -$531 0.2% 103
2023
Q4
$4.18K Sell
343
-512
-60% -$6.24K 0.21% 109
2023
Q3
$10.6K Buy
+855
New +$10.6K 0.48% 46