Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-16,097
Closed -$83.9K 2612
2024
Q4
$83.9K Hold
16,097
﹤0.01% 2494
2024
Q3
$101K Hold
16,097
﹤0.01% 2414
2024
Q2
$92.9K Sell
16,097
-2,926
-15% -$16.9K ﹤0.01% 2376
2024
Q1
$127K Sell
19,023
-654
-3% -$4.38K ﹤0.01% 2385
2023
Q4
$155K Buy
+19,677
New +$155K ﹤0.01% 2059