Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$75.3K Sell
269
-1
-0.4% -$280 0.01% 216
2025
Q1
$81.5K Hold
270
0.01% 194
2024
Q4
$74.6K Hold
270
0.01% 209
2024
Q3
$77.9K Buy
270
+55
+26% +$15.9K 0.01% 218
2024
Q2
$54.8K Sell
215
-53
-20% -$13.5K 0.01% 247
2024
Q1
$69.4K Buy
268
+91
+51% +$23.6K 0.01% 303
2023
Q4
$36.8K Hold
177
﹤0.01% 341
2023
Q3
$36.8K Buy
+177
New +$36.8K ﹤0.01% 341
2019
Q2
Sell
-17
Closed -$2K 212
2019
Q1
$2K Buy
+17
New +$2K ﹤0.01% 213