Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$87.8K Buy
11,330
+183
+2% +$1.42K 0.03% 200
2025
Q1
$73.7K Buy
11,147
+44
+0.4% +$291 0.03% 168
2024
Q4
$67.6K Buy
11,103
+96
+0.9% +$585 0.03% 151
2024
Q3
$64.5K Sell
11,007
-234
-2% -$1.37K 0.02% 159
2024
Q2
$66.1K Sell
11,241
-456
-4% -$2.68K 0.03% 149
2024
Q1
$64.7K Sell
11,697
-154
-1% -$852 0.03% 135
2023
Q4
$67.8K Buy
+11,851
New +$67.8K 0.03% 128