Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33.5K Buy
220
+1
+0.5% +$152 0.02% 187
2025
Q1
$32.2K Buy
219
+1
+0.5% +$147 0.02% 191
2024
Q4
$28.2K Hold
218
0.01% 192
2024
Q3
$29.8K Buy
218
+1
+0.5% +$136 0.02% 192
2024
Q2
$22.2K Sell
217
-41
-16% -$4.19K 0.01% 215
2024
Q1
$22.9K Buy
258
+2
+0.8% +$178 0.01% 213
2023
Q4
$23.4K Buy
256
+2
+0.8% +$182 0.01% 207
2023
Q3
$19.8K Sell
254
-1
-0.4% -$78 0.01% 220
2023
Q2
$21.3K Buy
255
+3
+1% +$251 0.01% 210
2023
Q1
$22.2K Buy
252
+2
+0.8% +$176 0.02% 201
2022
Q4
$25.1K Buy
+250
New +$25.1K 0.02% 192