Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-131
Closed -$50.2K 360
2025
Q1
$50.2K Hold
131
0.03% 224
2024
Q4
$58.3K Hold
131
0.04% 216
2024
Q3
$67.8K Sell
131
-25
-16% -$12.9K 0.04% 220
2024
Q2
$86.7K Hold
156
0.05% 209
2024
Q1
$78.7K Hold
156
0.05% 214
2023
Q4
$93.1K Buy
+156
New +$93.1K 0.06% 202