Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$68.8K Buy
855
+6
+0.7% +$483 0.02% 155
2025
Q1
$68.2K Buy
+849
New +$68.2K 0.02% 138
2024
Q4
Sell
-838
Closed -$69.1K 146
2024
Q3
$69.1K Buy
838
+6
+0.7% +$495 0.03% 116
2024
Q2
$58.4K Buy
832
+7
+0.8% +$491 0.03% 120
2024
Q1
$61.2K Buy
+825
New +$61.2K 0.03% 113