Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$48.1K Buy
1,606
+2
+0.1% +$60 0.02% 300
2025
Q1
$54.2K Hold
1,604
0.02% 259
2024
Q4
$47.4K Buy
1,604
+2
+0.1% +$59 0.02% 278
2024
Q3
$50.3K Buy
1,602
+4
+0.3% +$126 0.02% 263
2024
Q2
$57.7K Buy
1,598
+1
+0.1% +$36 0.03% 250
2024
Q1
$60.2K Hold
1,597
0.03% 250
2023
Q4
$56.5K Buy
1,597
+2
+0.1% +$71 0.03% 239
2023
Q3
$61.8K Buy
1,595
+1
+0.1% +$39 0.04% 228
2023
Q2
$56.2K Buy
1,594
+3
+0.2% +$106 0.03% 239
2023
Q1
$60.4K Hold
1,591
0.04% 226
2022
Q4
$55.6K Hold
1,591
0.04% 222
2022
Q3
$55.6K Buy
+1,591
New +$55.6K 0.04% 222