Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.3K Buy
443
+16
+4% +$517 0.01% 764
2025
Q1
$15.9K Sell
427
-95
-18% -$3.53K 0.01% 654
2024
Q4
$21.3K Buy
522
+3
+0.6% +$123 0.01% 615
2024
Q3
$26.1K Buy
519
+3
+0.6% +$151 0.01% 494
2024
Q2
$22.5K Buy
516
+3
+0.6% +$131 0.01% 550
2024
Q1
$22.3K Buy
+513
New +$22.3K 0.01% 580