Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$35.7K Buy
4,525
+600
+15% +$4.73K ﹤0.01% 5194
2025
Q1
$30.3K Buy
+3,925
New +$30.3K ﹤0.01% 5112
2024
Q1
Sell
-242
Closed -$1.13K 7112
2023
Q4
$1.13K Sell
242
-1
-0.4% -$5 ﹤0.01% 5754
2023
Q3
$1.39K Hold
243
﹤0.01% 5774
2023
Q2
$1.65K Buy
243
+1
+0.4% +$7 ﹤0.01% 5935
2023
Q1
$1.44K Hold
242
﹤0.01% 5967
2022
Q4
$1.53K Buy
+242
New +$1.53K ﹤0.01% 5747