Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$89.4K Hold
1,054
0.01% 793
2025
Q1
$63.7K Hold
1,054
0.01% 852
2024
Q4
$89.6K Hold
1,054
0.01% 791
2024
Q3
$64.9K Hold
1,054
0.01% 873
2024
Q2
$50.8K Hold
1,054
0.01% 894
2024
Q1
$52.1K Hold
1,054
0.01% 864
2023
Q4
$47.4K Hold
1,054
0.01% 832
2023
Q3
$49.8K Hold
1,054
0.01% 800
2023
Q2
$44.8K Sell
1,054
-76
-7% -$3.23K 0.01% 822
2023
Q1
$58.7K Buy
+1,130
New +$58.7K 0.01% 706