Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-804
Closed -$38.1K 2561
2025
Q1
$38.1K Sell
804
-19
-2% -$901 ﹤0.01% 2795
2024
Q4
$51.7K Sell
823
-47
-5% -$2.95K ﹤0.01% 2824
2024
Q3
$50.1K Sell
870
-29
-3% -$1.67K ﹤0.01% 2869
2024
Q2
$37.3K Buy
+899
New +$37.3K ﹤0.01% 2940