Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$64.9K Buy
232
+1
+0.4% +$280 0.04% 160
2025
Q1
$71.8K Sell
231
-8
-3% -$2.49K 0.04% 154
2024
Q4
$62.2K Buy
239
+2
+0.8% +$521 0.03% 157
2024
Q3
$76.3K Buy
237
+2
+0.9% +$644 0.04% 143
2024
Q2
$73.5K Buy
235
+2
+0.9% +$625 0.04% 144
2024
Q1
$66.4K Buy
233
+1
+0.4% +$285 0.04% 148
2023
Q4
$66.7K Buy
232
+2
+0.9% +$575 0.04% 143
2023
Q3
$61.8K Buy
230
+2
+0.9% +$537 0.04% 141
2023
Q2
$50.6K Buy
228
+2
+0.9% +$444 0.04% 149
2023
Q1
$54.6K Buy
226
+2
+0.9% +$483 0.04% 145
2022
Q4
$58.7K Buy
+224
New +$58.7K 0.04% 138