Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,112
Closed -$52.6K 1437
2025
Q1
$52.6K Hold
12,112
﹤0.01% 1383
2024
Q4
$98.6K Hold
12,112
﹤0.01% 1377
2024
Q3
$77.3K Buy
+12,112
New +$77.3K ﹤0.01% 1350