Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$67.7K Hold
2,791
0.04% 114
2025
Q1
$70.7K Sell
2,791
-644
-19% -$16.3K 0.04% 105
2024
Q4
$91.1K Hold
3,435
0.05% 94
2024
Q3
$99.4K Sell
3,435
-300
-8% -$8.68K 0.06% 92
2024
Q2
$105K Hold
3,735
0.06% 93
2024
Q1
$104K Hold
3,735
0.06% 93
2023
Q4
$108K Buy
+3,735
New +$108K 0.07% 89