Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,372
Closed -$179K 443
2025
Q1
$179K Hold
1,372
﹤0.01% 430
2024
Q4
$241K Hold
1,372
﹤0.01% 416
2024
Q3
$288K Hold
1,372
﹤0.01% 415
2024
Q2
$252K Buy
+1,372
New +$252K ﹤0.01% 420