Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$97.3K Sell
735
-1
-0.1% -$132 ﹤0.01% 250
2025
Q1
$89.7K Buy
736
+1
+0.1% +$122 ﹤0.01% 255
2024
Q4
$96.6K Buy
735
+144
+24% +$18.9K ﹤0.01% 267
2024
Q3
$75K Buy
591
+16
+3% +$2.03K ﹤0.01% 256
2024
Q2
$87.2K Buy
575
+70
+14% +$10.6K ﹤0.01% 241
2024
Q1
$83.3K Buy
+505
New +$83.3K ﹤0.01% 254