Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,431
Closed -$17K 438
2025
Q1
$17K Hold
2,431
﹤0.01% 386
2024
Q4
$29.3K Sell
2,431
-8,466
-78% -$102K ﹤0.01% 409
2024
Q3
$75.9K Hold
10,897
﹤0.01% 382
2024
Q2
$242K Hold
10,897
0.01% 343
2024
Q1
$477K Hold
10,897
0.01% 250
2023
Q4
$846K Buy
+10,897
New +$846K 0.03% 196