Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.7K Buy
172
+17
+11% +$1.16K ﹤0.01% 886
2025
Q1
$9.22K Sell
155
-52
-25% -$3.09K ﹤0.01% 1029
2024
Q4
$12.5K Hold
207
0.01% 914
2024
Q3
$14.9K Hold
207
0.01% 869
2024
Q2
$14.6K Hold
207
0.01% 844
2024
Q1
$16.5K Buy
+207
New +$16.5K 0.01% 794
2023
Q3
Sell
-108
Closed -$11K 675
2023
Q2
$11K Hold
108
0.01% 326
2023
Q1
$12.1K Hold
108
0.01% 334
2022
Q4
$10.1K Hold
108
0.01% 353
2022
Q3
$8K Hold
108
0.01% 364
2022
Q2
$10K Buy
+108
New +$10K 0.01% 339