Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$58K Hold
2,230
0.03% 311
2025
Q1
$56.6K Hold
2,230
0.03% 299
2024
Q4
$47.2K Hold
2,230
0.02% 316
2024
Q3
$43.1K Sell
2,230
-190
-8% -$3.67K 0.02% 334
2024
Q2
$41.1K Buy
+2,420
New +$41.1K 0.02% 346
2023
Q3
Sell
-2,465
Closed -$44.4K 657
2023
Q2
$44.4K Sell
2,465
-630
-20% -$11.3K 0.03% 343
2023
Q1
$56.1K Buy
+3,095
New +$56.1K 0.03% 321