Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-289
Closed -$48K 232
2025
Q1
$48K Sell
289
-4
-1% -$664 0.03% 114
2024
Q4
$57.9K Buy
+293
New +$57.9K 0.04% 112