Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$83.1K Hold
5,270
0.04% 185
2025
Q1
$62.6K Sell
5,270
-120
-2% -$1.42K 0.04% 202
2024
Q4
$69.5K Sell
5,390
-65
-1% -$839 0.04% 206
2024
Q3
$69.6K Buy
5,455
+129
+2% +$1.65K 0.04% 207
2024
Q2
$75.1K Buy
5,326
+1,365
+34% +$19.2K 0.05% 204
2024
Q1
$76.6K Buy
3,961
+1,279
+48% +$24.7K 0.05% 202
2023
Q4
$40.2K Buy
+2,682
New +$40.2K 0.03% 234