Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$772 Sell
11
-134
-92% -$9.4K ﹤0.01% 1638
2025
Q1
$9.89K Sell
145
-653
-82% -$44.5K ﹤0.01% 1262
2024
Q4
$59.6K Sell
798
-219
-22% -$16.3K 0.01% 644
2024
Q3
$94.7K Buy
1,017
+330
+48% +$30.7K 0.02% 431
2024
Q2
$58.9K Buy
687
+87
+15% +$7.46K 0.02% 552
2024
Q1
$50.3K Buy
600
+405
+208% +$34K 0.01% 421
2023
Q4
$16.4K Buy
+195
New +$16.4K ﹤0.01% 827