Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,102
Closed -$68.6K 129
2024
Q4
$68.6K Hold
2,102
0.02% 95
2024
Q3
$75.4K Hold
2,102
0.03% 88
2024
Q2
$73.6K Hold
2,102
0.03% 87
2024
Q1
$63.5K Buy
+2,102
New +$63.5K 0.02% 86