Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34.4K Buy
426
+2
+0.5% +$162 ﹤0.01% 613
2025
Q1
$34.5K Buy
424
+3
+0.7% +$244 ﹤0.01% 594
2024
Q4
$30.8K Buy
421
+2
+0.5% +$146 ﹤0.01% 586
2024
Q3
$24.9K Buy
419
+3
+0.7% +$178 ﹤0.01% 594
2024
Q2
$21.3K Buy
416
+3
+0.7% +$153 ﹤0.01% 615
2024
Q1
$22.2K Buy
413
+3
+0.7% +$161 ﹤0.01% 580
2023
Q4
$18.5K Buy
+410
New +$18.5K ﹤0.01% 604
2023
Q3
Sell
-90
Closed -$4.29K 1234
2023
Q2
$4.29K Buy
+90
New +$4.29K ﹤0.01% 765