Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$52.5K Sell
520
-177
-25% -$17.9K 0.02% 248
2025
Q1
$67.9K Sell
697
-17
-2% -$1.66K 0.03% 228
2024
Q4
$72.7K Sell
714
-6
-0.8% -$611 0.03% 230
2024
Q3
$80.6K Buy
720
+33
+5% +$3.69K 0.03% 221
2024
Q2
$73.6K Sell
687
-29
-4% -$3.11K 0.03% 214
2024
Q1
$58.9K Hold
716
0.03% 234
2023
Q4
$58.9K Buy
+716
New +$58.9K 0.03% 234