Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-28,000
Closed -$65.2K 1948
2025
Q1
$65.2K Hold
28,000
﹤0.01% 933
2024
Q4
$51.8K Buy
28,000
+13,000
+87% +$24.1K ﹤0.01% 975
2024
Q3
$36.6K Buy
+15,000
New +$36.6K ﹤0.01% 1043