Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$90.3K Hold
1,282
0.03% 275
2025
Q1
$93.9K Hold
1,282
0.03% 269
2024
Q4
$80.3K Buy
1,282
+465
+57% +$29.1K 0.03% 276
2024
Q3
$53.9K Hold
817
0.02% 318
2024
Q2
$59K Sell
817
-5
-0.6% -$361 0.02% 293
2024
Q1
$55K Hold
822
0.02% 299
2023
Q4
$54K Buy
822
+42
+5% +$2.76K 0.03% 291
2023
Q3
$50K Hold
780
0.03% 291
2023
Q2
$47K Hold
780
0.03% 303
2023
Q1
$45K Hold
780
0.03% 293
2022
Q4
$44K Hold
780
0.03% 282
2022
Q3
$39K Buy
+780
New +$39K 0.03% 288