Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29.6K Sell
229
-67
-23% -$8.67K 0.01% 286
2025
Q1
$35.3K Sell
296
-2
-0.7% -$239 0.02% 226
2024
Q4
$34.5K Buy
298
+10
+3% +$1.16K 0.02% 216
2024
Q3
$38.9K Buy
288
+24
+9% +$3.24K 0.02% 189
2024
Q2
$35.9K Buy
264
+4
+2% +$543 0.02% 166
2024
Q1
$33.6K Buy
260
+3
+1% +$388 0.02% 138
2023
Q4
$29.4K Buy
+257
New +$29.4K 0.03% 130