Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$114K Sell
602
-85
-12% -$16.1K ﹤0.01% 780
2025
Q1
$105K Buy
687
+315
+85% +$48.3K ﹤0.01% 746
2024
Q4
$56.5K Buy
372
+152
+69% +$23.1K ﹤0.01% 873
2024
Q3
$34.8K Buy
220
+99
+82% +$15.7K ﹤0.01% 994
2024
Q2
$17.5K Sell
121
-8
-6% -$1.16K ﹤0.01% 1112
2024
Q1
$17.4K Sell
129
-24
-16% -$3.24K ﹤0.01% 1127
2023
Q4
$18.1K Hold
153
﹤0.01% 1094
2023
Q3
$13.6K Buy
153
+54
+55% +$4.8K ﹤0.01% 1187
2023
Q2
$8.82K Buy
+99
New +$8.82K ﹤0.01% 1324