Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,220
Closed -$127K 442
2025
Q1
$127K Hold
1,220
﹤0.01% 334
2024
Q4
$165K Hold
1,220
﹤0.01% 343
2024
Q3
$190K Hold
1,220
0.01% 302
2024
Q2
$181K Buy
1,220
+120
+11% +$17.8K 0.01% 334
2024
Q1
$195K Buy
+1,100
New +$195K 0.01% 322