Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-63
Closed -$4.38K 851
2025
Q1
$4.38K Sell
63
-2,237
-97% -$156K ﹤0.01% 692
2024
Q4
$167K Buy
+2,300
New +$167K 0.21% 172