Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-713
Closed -$69.5K 448
2025
Q1
$69.5K Hold
713
﹤0.01% 353
2024
Q4
$72.7K Hold
713
﹤0.01% 368
2024
Q3
$79.8K Sell
713
-8,750
-92% -$979K ﹤0.01% 337
2024
Q2
$903K Hold
9,463
0.03% 227
2024
Q1
$839K Buy
+9,463
New +$839K 0.03% 237