Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,000
Closed -$171K 411
2025
Q1
$171K Hold
2,000
﹤0.01% 325
2024
Q4
$152K Hold
2,000
﹤0.01% 348
2024
Q3
$65.8K Hold
2,000
﹤0.01% 341
2024
Q2
$53.5K Hold
2,000
﹤0.01% 393
2024
Q1
$52.8K Buy
+2,000
New +$52.8K ﹤0.01% 401