Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,000
Closed -$5K 4946
2025
Q1
$5K Hold
1,000
﹤0.01% 2843
2024
Q4
$5.87K Hold
1,000
﹤0.01% 2731
2024
Q3
$6.55K Buy
+1,000
New +$6.55K ﹤0.01% 2580