Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-503
Closed -$56.5K 267
2025
Q1
$56.5K Hold
503
0.02% 84
2024
Q4
$56.2K Hold
503
0.02% 81
2024
Q3
$70.1K Hold
503
0.02% 78
2024
Q2
$59.1K Hold
503
0.02% 78
2024
Q1
$65.6K Hold
503
0.03% 78
2023
Q4
$62.5K Hold
503
0.03% 72
2023
Q3
$53.1K Hold
503
0.03% 75
2023
Q2
$56.6K Hold
503
0.03% 72
2023
Q1
$54.1K Hold
503
0.03% 77
2022
Q4
$55.8K Buy
+503
New +$55.8K 0.04% 70