Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$118K Buy
1,262
+32
+3% +$2.99K 0.02% 245
2025
Q1
$89.6K Hold
1,230
0.02% 282
2024
Q4
$74.2K Hold
1,230
0.02% 305
2024
Q3
$92.4K Buy
1,230
+70
+6% +$5.26K 0.02% 272
2024
Q2
$84.3K Hold
1,160
0.02% 274
2024
Q1
$89.3K Hold
1,160
0.02% 232
2023
Q4
$71.4K Buy
1,160
+849
+273% +$52.3K 0.02% 252
2023
Q3
$14.3K Buy
+311
New +$14.3K 0.01% 208