Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$53.2K Sell
4,279
-664
-13% -$8.25K ﹤0.01% 1837
2025
Q1
$72.2K Hold
4,943
﹤0.01% 1589
2024
Q4
$72.2K Buy
4,943
+149
+3% +$2.18K ﹤0.01% 1588
2024
Q3
$76.6K Buy
4,794
+34
+0.7% +$543 ﹤0.01% 1509
2024
Q2
$90.5K Buy
4,760
+49
+1% +$931 ﹤0.01% 1375
2024
Q1
$92K Sell
4,711
-54
-1% -$1.05K ﹤0.01% 1307
2023
Q4
$96.6K Buy
+4,765
New +$96.6K ﹤0.01% 1202