Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.8K Sell
517
-608
-54% -$25.6K ﹤0.01% 1349
2025
Q1
$44.2K Buy
+1,125
New +$44.2K ﹤0.01% 1103
2024
Q4
Sell
-57
Closed -$3.18K 2182
2024
Q3
$3.18K Buy
57
+7
+14% +$390 ﹤0.01% 1861
2024
Q2
$3.73K Buy
50
+33
+194% +$2.46K ﹤0.01% 1540
2024
Q1
$1.28K Buy
+17
New +$1.28K ﹤0.01% 1692