Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$54.3K Sell
1,132
-550
-33% -$26.4K ﹤0.01% 1824
2025
Q1
$97.4K Hold
1,682
﹤0.01% 1452
2024
Q4
$97.4K Sell
1,682
-2
-0.1% -$116 ﹤0.01% 1450
2024
Q3
$110K Buy
1,684
+153
+10% +$9.97K ﹤0.01% 1357
2024
Q2
$98.2K Buy
1,531
+23
+2% +$1.48K ﹤0.01% 1337
2024
Q1
$96K Buy
1,508
+31
+2% +$1.97K ﹤0.01% 1295
2023
Q4
$81.8K Buy
+1,477
New +$81.8K ﹤0.01% 1257