Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.1K Buy
69
+4
+6% +$878 0.01% 714
2025
Q1
$8.9K Sell
65
-84
-56% -$11.5K ﹤0.01% 1056
2024
Q4
$21.5K Hold
149
0.01% 610
2024
Q3
$17.9K Hold
149
0.01% 764
2024
Q2
$16.2K Hold
149
0.01% 785
2024
Q1
$20K Buy
+149
New +$20K 0.01% 652
2023
Q2
Sell
-7
Closed -$617 734
2023
Q1
$617 Buy
+7
New +$617 ﹤0.01% 716