Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.5K Buy
705
+2
+0.3% +$50 0.01% 615
2025
Q1
$20.9K Sell
703
-269
-28% -$8.01K 0.01% 474
2024
Q4
$26.4K Buy
972
+3
+0.3% +$82 0.01% 463
2024
Q3
$29.2K Buy
969
+2
+0.2% +$60 0.01% 430
2024
Q2
$32.1K Buy
967
+3
+0.3% +$100 0.02% 346
2024
Q1
$34.6K Buy
+964
New +$34.6K 0.02% 323