Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$40.1K Hold
1,340
0.03% 91
2025
Q1
$45.3K Hold
1,340
0.03% 84
2024
Q4
$39.6K Hold
1,340
0.03% 89
2024
Q3
$42.1K Hold
1,340
0.02% 86
2024
Q2
$48.4K Buy
1,340
+340
+34% +$12.3K 0.04% 87
2024
Q1
$37.7K Sell
1,000
-1,250
-56% -$47.1K 0.03% 90
2023
Q4
$79.7K Buy
2,250
+250
+13% +$8.85K 0.07% 70
2023
Q3
$77.4K Hold
2,000
0.07% 76
2023
Q2
$70.6K Hold
2,000
0.05% 72
2023
Q1
$75.9K Hold
2,000
0.06% 72
2022
Q4
$69.9K Buy
+2,000
New +$69.9K 0.05% 71