Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$70K Hold
668
0.04% 388
2025
Q1
$66.7K Sell
668
-64
-9% -$6.39K 0.04% 379
2024
Q4
$80K Hold
732
0.05% 338
2024
Q3
$84.2K Buy
732
+64
+10% +$7.36K 0.05% 329
2024
Q2
$66.7K Buy
+668
New +$66.7K 0.04% 367