Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,457
Closed -$21K 1397
2024
Q4
$21K Hold
4,457
﹤0.01% 1400
2024
Q3
$16.9K Sell
4,457
-555
-11% -$2.11K ﹤0.01% 1412
2024
Q2
$17.8K Hold
5,012
﹤0.01% 1370
2024
Q1
$15.7K Buy
+5,012
New +$15.7K ﹤0.01% 1706