Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29.7K Buy
728
+100
+16% +$4.08K 0.02% 535
2025
Q1
$28.4K Buy
628
+20
+3% +$903 0.02% 542
2024
Q4
$26.4K Hold
608
0.02% 551
2024
Q3
$27.6K Hold
608
0.02% 546
2024
Q2
$25K Buy
+608
New +$25K 0.02% 548