Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$52K Hold
1,009
0.02% 243
2025
Q1
$54K Buy
1,009
+17
+2% +$910 0.02% 215
2024
Q4
$47.5K Sell
992
-187
-16% -$8.95K 0.02% 267
2024
Q3
$52.4K Buy
1,179
+24
+2% +$1.07K 0.02% 234
2024
Q2
$49.2K Buy
1,155
+23
+2% +$980 0.03% 172
2024
Q1
$47.1K Buy
1,132
+24
+2% +$998 0.03% 164
2023
Q4
$40.7K Buy
+1,108
New +$40.7K 0.03% 196