Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-469
Closed -$30.8K 825
2025
Q1
$30.8K Hold
469
﹤0.01% 546
2024
Q4
$33.1K Hold
469
﹤0.01% 538
2024
Q3
$29.1K Buy
+469
New +$29.1K ﹤0.01% 578
2024
Q2
Sell
-3,595
Closed -$231K 616
2024
Q1
$231K Buy
+3,595
New +$231K 0.02% 356