Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.2K Sell
11,444
-242
-2% -$639 ﹤0.01% 1481
2025
Q1
$31.6K Buy
11,686
+670
+6% +$1.81K ﹤0.01% 1412
2024
Q4
$44.5K Buy
11,016
+577
+6% +$2.33K ﹤0.01% 1405
2024
Q3
$42.1K Buy
10,439
+152
+1% +$613 ﹤0.01% 1360
2024
Q2
$33.5K Hold
10,287
﹤0.01% 1292
2024
Q1
$34.8K Buy
10,287
+24
+0.2% +$81 ﹤0.01% 1282
2023
Q4
$37.5K Buy
10,263
+174
+2% +$635 ﹤0.01% 1251
2023
Q3
$35.1K Hold
10,089
﹤0.01% 1221
2023
Q2
$34.3K Buy
+10,089
New +$34.3K ﹤0.01% 1241