Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34.2K Sell
820
-170
-17% -$7.1K ﹤0.01% 2057
2025
Q1
$48.1K Hold
990
﹤0.01% 1774
2024
Q4
$48.1K Buy
990
+255
+35% +$12.4K ﹤0.01% 1774
2024
Q3
$48.5K Sell
735
-201
-21% -$13.3K ﹤0.01% 1707
2024
Q2
$53.9K Buy
936
+171
+22% +$9.84K ﹤0.01% 1588
2024
Q1
$48.7K Sell
765
-84
-10% -$5.35K ﹤0.01% 1585
2023
Q4
$53.5K Buy
+849
New +$53.5K ﹤0.01% 1451