Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.4K Buy
321
+1
+0.3% +$48 0.01% 700
2025
Q1
$15.9K Sell
320
-76
-19% -$3.78K 0.01% 648
2024
Q4
$22.9K Buy
396
+1
+0.3% +$58 0.01% 565
2024
Q3
$25.7K Buy
395
+1
+0.3% +$65 0.01% 504
2024
Q2
$25.3K Buy
394
+1
+0.3% +$64 0.01% 472
2024
Q1
$25K Buy
+393
New +$25K 0.01% 495