Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$71K Hold
1,000
0.03% 191
2025
Q1
$63.5K Hold
1,000
0.03% 187
2024
Q4
$75.7K Hold
1,000
0.04% 174
2024
Q3
$88.4K Hold
1,000
0.04% 169
2024
Q2
$75.4K Hold
1,000
0.04% 168
2024
Q1
$94K Hold
1,000
0.05% 158
2023
Q4
$109K Hold
1,000
0.06% 148
2023
Q3
$95.6K Hold
1,000
0.07% 153
2023
Q2
$110K Hold
1,000
0.07% 148
2023
Q1
$123K Sell
1,000
-30
-3% -$3.68K 0.08% 145
2022
Q4
$121K Buy
+1,030
New +$121K 0.07% 153