Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$128K Hold
586
0.01% 173
2025
Q1
$79.7K Hold
586
0.01% 207
2024
Q4
$84.3K Sell
586
-50
-8% -$7.2K 0.01% 181
2024
Q3
$76.2K Sell
636
-56
-8% -$6.71K 0.01% 186
2024
Q2
$75.3K Sell
692
-11
-2% -$1.2K 0.01% 180
2024
Q1
$94.2K Hold
703
0.01% 179
2023
Q4
$89.6K Buy
+703
New +$89.6K 0.01% 171