Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.3K Buy
134
+5
+4% +$534 0.01% 763
2025
Q1
$11.3K Sell
129
-136
-51% -$11.9K 0.01% 891
2024
Q4
$30.7K Buy
265
+2
+0.8% +$232 0.01% 381
2024
Q3
$32.5K Buy
263
+1
+0.4% +$124 0.02% 378
2024
Q2
$33.8K Buy
262
+1
+0.4% +$129 0.02% 329
2024
Q1
$27.4K Buy
+261
New +$27.4K 0.01% 428