Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1
Closed -$84 2069
2025
Q1
$84 Hold
1
﹤0.01% 1990
2024
Q4
$82 Sell
1
-7,401
-100% -$607K ﹤0.01% 1632
2024
Q3
$611K Buy
+7,402
New +$611K 0.05% 577
2024
Q2
Sell
-18
Closed -$1.39K 1588
2024
Q1
$1.39K Buy
+18
New +$1.39K ﹤0.01% 1168