Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$36.8K Sell
1,462
-62
-4% -$1.56K ﹤0.01% 877
2025
Q1
$30.2K Sell
1,524
-202
-12% -$4K ﹤0.01% 827
2024
Q4
$45.4K Hold
1,726
﹤0.01% 877
2024
Q3
$45.7K Hold
1,726
﹤0.01% 780
2024
Q2
$40.9K Hold
1,726
﹤0.01% 781
2024
Q1
$41.5K Hold
1,726
﹤0.01% 814
2023
Q4
$31.9K Hold
1,726
﹤0.01% 836
2023
Q3
$24.3K Hold
1,726
﹤0.01% 851
2023
Q2
$32.6K Sell
1,726
-439
-20% -$8.29K ﹤0.01% 857
2023
Q1
$45.7K Sell
2,165
-1,411
-39% -$29.8K ﹤0.01% 827
2022
Q4
$65.8K Buy
+3,576
New +$65.8K ﹤0.01% 841