Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$98.4K Hold
1,055
0.06% 68
2025
Q1
$76.9K Hold
1,055
0.04% 75
2024
Q4
$63.6K Hold
1,055
0.04% 82
2024
Q3
$79.3K Buy
+1,055
New +$79.3K 0.04% 75
2024
Q2
Sell
-1,055
Closed -$75.8K 177
2024
Q1
$75.8K Sell
1,055
-120
-10% -$8.62K 0.04% 79
2023
Q4
$72.3K Hold
1,175
0.05% 85
2023
Q3
$54K Hold
1,175
0.04% 100
2023
Q2
$50.7K Hold
1,175
0.03% 112
2023
Q1
$36.5K Buy
+1,175
New +$36.5K 0.02% 159