Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.8K Sell
321
-16
-5% -$1.19K 0.01% 344
2025
Q1
$27.1K Buy
337
+31
+10% +$2.49K 0.01% 292
2024
Q4
$23.9K Hold
306
0.01% 299
2024
Q3
$23.4K Buy
+306
New +$23.4K 0.01% 304
2024
Q2
Sell
-3
Closed -$252 793
2024
Q1
$252 Buy
3
+1
+50% +$84 ﹤0.01% 728
2023
Q4
$173 Hold
2
﹤0.01% 696
2023
Q3
$159 Hold
2
﹤0.01% 674
2023
Q2
$168 Hold
2
﹤0.01% 674
2023
Q1
$171 Hold
2
﹤0.01% 752
2022
Q4
$141 Buy
+2
New +$141 ﹤0.01% 712