Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.2K Buy
942
+8
+0.9% +$87 ﹤0.01% 445
2025
Q1
$9.37K Buy
934
+15
+2% +$150 ﹤0.01% 446
2024
Q4
$9.1K Sell
919
-301
-25% -$2.98K ﹤0.01% 453
2024
Q3
$12.9K Sell
1,220
-269
-18% -$2.84K 0.01% 403
2024
Q2
$18.7K Buy
1,489
+111
+8% +$1.39K 0.01% 327
2024
Q1
$18.3K Buy
1,378
+12
+0.9% +$159 0.01% 347
2023
Q4
$16.6K Buy
+1,366
New +$16.6K 0.01% 356