Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12K Buy
968
+21
+2% +$261 ﹤0.01% 874
2025
Q1
$14.4K Sell
947
-418
-31% -$6.36K 0.01% 720
2024
Q4
$19.9K Buy
1,365
+7
+0.5% +$102 0.01% 661
2024
Q3
$21.7K Buy
1,358
+6
+0.4% +$96 0.01% 637
2024
Q2
$25.7K Buy
1,352
+5
+0.4% +$95 0.01% 461
2024
Q1
$26.3K Buy
+1,347
New +$26.3K 0.01% 462