Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.9K Sell
2,453
-209
-8% -$1.01K ﹤0.01% 3848
2025
Q1
$10.1K Sell
2,662
-38,577
-94% -$146K ﹤0.01% 3834
2024
Q4
$181K Buy
41,239
+675
+2% +$2.97K ﹤0.01% 3246
2024
Q3
$72.2K Hold
40,564
﹤0.01% 3602
2024
Q2
$67.7K Sell
40,564
-1,700
-4% -$2.84K ﹤0.01% 3614
2024
Q1
$64.2K Buy
42,264
+1,934
+5% +$2.94K ﹤0.01% 3564
2023
Q4
$41.1K Hold
40,330
﹤0.01% 3665
2023
Q3
$47.8K Hold
40,330
﹤0.01% 3649
2023
Q2
$47.2K Buy
+40,330
New +$47.2K ﹤0.01% 3683