Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26K Sell
74
-1
-1% -$351 ﹤0.01% 960
2025
Q1
$23.7K Buy
75
+5
+7% +$1.58K ﹤0.01% 955
2024
Q4
$23.6K Buy
70
+7
+11% +$2.36K ﹤0.01% 965
2024
Q3
$20.1K Sell
63
-54
-46% -$17.2K ﹤0.01% 996
2024
Q2
$37.6K Buy
117
+83
+244% +$26.7K ﹤0.01% 819
2024
Q1
$11.8K Buy
34
+8
+31% +$2.78K ﹤0.01% 1031
2023
Q4
$9.44K Buy
+26
New +$9.44K ﹤0.01% 1003