Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.07K Hold
42
﹤0.01% 270
2025
Q1
$5.02K Sell
42
-234
-85% -$27.9K ﹤0.01% 283
2024
Q4
$32K Hold
276
0.02% 234
2024
Q3
$37.3K Sell
276
-79
-22% -$10.7K 0.02% 234
2024
Q2
$48.1K Sell
355
-663
-65% -$89.9K 0.03% 220
2024
Q1
$132K Sell
1,018
-1,831
-64% -$237K 0.07% 156
2023
Q4
$326K Sell
2,849
-795
-22% -$90.9K 0.18% 102
2023
Q3
$332K Hold
3,644
0.21% 99
2023
Q2
$411K Buy
+3,644
New +$411K 0.25% 86