Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$64.4K Buy
813
+113
+16% +$8.95K 0.03% 139
2025
Q1
$62.8K Sell
700
-25
-3% -$2.25K 0.04% 118
2024
Q4
$72.1K Sell
725
-43
-6% -$4.28K 0.04% 113
2024
Q3
$87.2K Buy
768
+54
+8% +$6.13K 0.05% 99
2024
Q2
$88.4K Hold
714
0.05% 94
2024
Q1
$94.2K Hold
714
0.07% 93
2023
Q4
$77.8K Buy
+714
New +$77.8K 0.05% 97