Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$53.5K Sell
1,027
-27
-3% -$1.41K 0.02% 246
2025
Q1
$77.1K Sell
1,054
-2
-0.2% -$146 0.03% 217
2024
Q4
$79.2K Buy
1,056
+2
+0.2% +$150 0.03% 224
2024
Q3
$83.2K Buy
1,054
+25
+2% +$1.97K 0.03% 216
2024
Q2
$73.3K Sell
1,029
-13
-1% -$926 0.03% 215
2024
Q1
$76.7K Hold
1,042
0.04% 212
2023
Q4
$76.7K Buy
+1,042
New +$76.7K 0.04% 212