Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$83.2K Buy
892
+76
+9% +$7.09K 0.04% 271
2025
Q1
$59.5K Buy
816
+161
+25% +$11.7K 0.03% 294
2024
Q4
$39.5K Hold
655
0.02% 346
2024
Q3
$49.2K Hold
655
0.02% 316
2024
Q2
$47.6K Buy
+655
New +$47.6K 0.02% 325
2023
Q3
Sell
-766
Closed -$33.1K 720
2023
Q2
$33.1K Hold
766
0.02% 387
2023
Q1
$24.3K Buy
+766
New +$24.3K 0.01% 434