Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,534
Closed -$51.8K 185
2025
Q1
$51.8K Hold
1,534
0.01% 242
2024
Q4
$45.3K Hold
1,534
0.01% 256
2024
Q3
$48.2K Hold
1,534
0.01% 255
2024
Q2
$55.4K Hold
1,534
0.01% 237
2024
Q1
$57.8K Hold
1,534
0.01% 237
2023
Q4
$54.3K Hold
1,534
0.02% 241
2023
Q3
$59.4K Buy
1,534
+534
+53% +$20.7K 0.02% 223
2023
Q2
$35.3K Buy
+1,000
New +$35.3K 0.01% 278