Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-21
Closed -$2.67K 1178
2025
Q1
$2.67K Buy
21
+4
+24% +$509 ﹤0.01% 712
2024
Q4
$2.45K Buy
17
+4
+31% +$576 ﹤0.01% 770
2024
Q3
$1.94K Hold
13
﹤0.01% 884
2024
Q2
$2.09K Buy
13
+4
+44% +$642 ﹤0.01% 816
2024
Q1
$1.62K Hold
9
﹤0.01% 782
2023
Q4
$1.62K Buy
+9
New +$1.62K ﹤0.01% 782