Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,311
Closed -$157K 1374
2025
Q1
$157K Hold
3,311
﹤0.01% 555
2024
Q4
$144K Buy
+3,311
New +$144K ﹤0.01% 570