Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,125
Closed -$10.7K 152
2025
Q1
$10.7K Hold
2,125
﹤0.01% 177
2024
Q4
$13.8K Hold
2,125
﹤0.01% 337
2024
Q3
$16.3K Hold
2,125
﹤0.01% 339
2024
Q2
$17.9K Hold
2,125
﹤0.01% 317
2024
Q1
$34.6K Sell
2,125
-375
-15% -$6.11K ﹤0.01% 361
2023
Q4
$18K Hold
2,500
﹤0.01% 337
2023
Q3
$18K Hold
2,500
﹤0.01% 333
2023
Q2
$29.8K Buy
+2,500
New +$29.8K ﹤0.01% 334