Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$90.1K Hold
1,084
0.04% 202
2025
Q1
$92.7K Sell
1,084
-2
-0.2% -$171 0.04% 200
2024
Q4
$82.3K Buy
1,086
+14
+1% +$1.06K 0.03% 218
2024
Q3
$70.5K Hold
1,072
0.03% 240
2024
Q2
$62.4K Buy
1,072
+62
+6% +$3.61K 0.03% 233
2024
Q1
$51.1K Hold
1,010
0.02% 245
2023
Q4
$51.1K Buy
+1,010
New +$51.1K 0.02% 245