Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,333
Closed -$118K 529
2025
Q1
$118K Hold
1,333
0.01% 452
2024
Q4
$126K Sell
1,333
-107
-7% -$10.1K 0.01% 460
2024
Q3
$157K Hold
1,440
0.01% 399
2024
Q2
$176K Buy
+1,440
New +$176K 0.02% 354