Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31.1K Buy
1,017
+98
+11% +$3K ﹤0.01% 1255
2025
Q1
$31.1K Buy
919
+90
+11% +$3.04K ﹤0.01% 1222
2024
Q4
$28.3K Sell
829
-23
-3% -$785 ﹤0.01% 1137
2024
Q3
$28.3K Buy
852
+94
+12% +$3.12K ﹤0.01% 1078
2024
Q2
$20.5K Buy
758
+4
+0.5% +$108 ﹤0.01% 1056
2024
Q1
$22.3K Buy
754
+44
+6% +$1.3K ﹤0.01% 1033
2023
Q4
$19.7K Hold
710
﹤0.01% 1063
2023
Q3
$16K Hold
710
﹤0.01% 1137
2023
Q2
$15.7K Buy
+710
New +$15.7K ﹤0.01% 1155