Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-505
Closed -$74.2K 199
2025
Q1
$74.2K Hold
505
0.03% 39
2024
Q4
$65.2K Hold
505
0.03% 42
2024
Q3
$69K Hold
505
0.02% 42
2024
Q2
$51.6K Sell
505
-189
-27% -$19.3K 0.02% 70
2024
Q1
$61.5K Hold
694
0.02% 66
2023
Q4
$63.4K Hold
694
0.02% 66
2023
Q3
$54.3K Sell
694
-42
-6% -$3.29K 0.01% 61
2023
Q2
$61.6K Hold
736
0.01% 57
2023
Q1
$64.6K Buy
+736
New +$64.6K 0.01% 57