Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$77K Buy
787
+33
+4% +$3.23K 0.02% 196
2025
Q1
$66.2K Hold
754
0.02% 207
2024
Q4
$68.1K Hold
754
0.03% 203
2024
Q3
$60.9K Buy
754
+54
+8% +$4.36K 0.03% 206
2024
Q2
$47.4K Hold
700
0.02% 221
2024
Q1
$42.1K Buy
700
+1
+0.1% +$60 0.02% 255
2023
Q4
$36.8K Buy
+699
New +$36.8K 0.02% 262