Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$51.8K Sell
513
-42
-8% -$4.24K 0.02% 241
2025
Q1
$54.1K Hold
555
0.03% 235
2024
Q4
$56.5K Sell
555
-1
-0.2% -$102 0.03% 227
2024
Q3
$62.2K Sell
556
-20
-3% -$2.24K 0.03% 234
2024
Q2
$55K Sell
576
-37
-6% -$3.53K 0.03% 239
2024
Q1
$54.3K Hold
613
0.03% 241
2023
Q4
$50.4K Buy
+613
New +$50.4K 0.03% 243