Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$58.6K Buy
1,527
+138
+10% +$5.3K 0.01% 296
2025
Q1
$53.8K Buy
1,389
+213
+18% +$8.25K 0.01% 266
2024
Q4
$39.8K Buy
1,176
+12
+1% +$406 0.01% 272
2024
Q3
$47.6K Buy
1,164
+11
+1% +$450 0.01% 246
2024
Q2
$44.4K Buy
1,153
+11
+1% +$424 0.01% 245
2024
Q1
$49K Buy
1,142
+10
+0.9% +$429 0.01% 244
2023
Q4
$42K Buy
1,132
+10
+0.9% +$371 0.01% 245
2023
Q3
$40.7K Buy
1,122
+11
+1% +$399 0.01% 234
2023
Q2
$39.6K Buy
1,111
+10
+0.9% +$356 0.01% 222
2023
Q1
$39.2K Buy
1,101
+10
+0.9% +$356 0.01% 225
2022
Q4
$38K Buy
1,091
+13
+1% +$453 0.01% 242
2022
Q3
$32K Buy
+1,078
New +$32K 0.01% 230