Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$65.2K Hold
1,073
0.03% 294
2025
Q1
$61.6K Hold
1,073
0.03% 290
2024
Q4
$53.1K Hold
1,073
0.03% 301
2024
Q3
$48.5K Sell
1,073
-1
-0.1% -$45 0.02% 317
2024
Q2
$46.7K Buy
+1,074
New +$46.7K 0.02% 328
2023
Q3
Sell
-1,033
Closed -$40.9K 428
2023
Q2
$40.9K Sell
1,033
-208
-17% -$8.24K 0.02% 355
2023
Q1
$42.4K Buy
+1,241
New +$42.4K 0.03% 367