Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11K Sell
229
-2
-0.9% -$96 ﹤0.01% 545
2025
Q1
$11.2K Buy
231
+35
+18% +$1.7K ﹤0.01% 442
2024
Q4
$9.57K Buy
196
+23
+13% +$1.12K ﹤0.01% 430
2024
Q3
$10.7K Sell
173
-6
-3% -$373 ﹤0.01% 409
2024
Q2
$10.2K Buy
179
+37
+26% +$2.11K ﹤0.01% 242
2024
Q1
$8.19K Buy
142
+61
+75% +$3.52K ﹤0.01% 253
2023
Q4
$5.53K Hold
81
﹤0.01% 260
2023
Q3
$4.61K Hold
81
﹤0.01% 233
2023
Q2
$4.83K Hold
81
﹤0.01% 244
2023
Q1
$5.14K Hold
81
﹤0.01% 275
2022
Q4
$5.03K Buy
+81
New +$5.03K ﹤0.01% 251