Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$913 Buy
+6
New +$913 ﹤0.01% 398
2024
Q2
Sell
-1,794
Closed -$159K 832
2024
Q1
$159K Sell
1,794
-61
-3% -$5.41K 0.18% 130
2023
Q4
$170K Hold
1,855
0.21% 113
2023
Q3
$145K Buy
+1,855
New +$145K 0.18% 120