Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,100
Closed -$19.4K 259
2025
Q1
$19.4K Hold
5,100
0.01% 219
2024
Q4
$22.2K Hold
5,100
0.02% 212
2024
Q3
$34.1K Hold
5,100
0.02% 190
2024
Q2
$21.2K Hold
5,100
0.02% 179
2024
Q1
$23K Hold
5,100
0.02% 178
2023
Q4
$46.3K Hold
5,100
0.04% 145
2023
Q3
$46.1K Buy
+5,100
New +$46.1K 0.04% 146