Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$40.3K Buy
382
+29
+8% +$3.06K 0.02% 282
2025
Q1
$39.3K Sell
353
-6
-2% -$667 0.02% 278
2024
Q4
$37.1K Sell
359
-74
-17% -$7.66K 0.01% 296
2024
Q3
$48.4K Hold
433
0.02% 280
2024
Q2
$41.3K Buy
433
+13
+3% +$1.24K 0.02% 262
2024
Q1
$34.7K Hold
420
0.02% 266
2023
Q4
$34.7K Buy
+420
New +$34.7K 0.02% 266