Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$58.1K Buy
11,552
+14
+0.1% +$70 0.02% 430
2025
Q1
$52.3K Sell
11,538
-171
-1% -$775 0.02% 289
2024
Q4
$55.3K Sell
11,709
-463
-4% -$2.19K 0.03% 200
2024
Q3
$46.3K Sell
12,172
-196
-2% -$745 0.03% 211
2024
Q2
$43.9K Sell
12,368
-31
-0.3% -$110 0.03% 192
2024
Q1
$38.9K Sell
12,399
-1,647
-12% -$5.17K 0.03% 188
2023
Q4
$47.3K Buy
+14,046
New +$47.3K 0.04% 186