Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,754
Closed -$59.2K 732
2025
Q1
$59.2K Hold
11,754
﹤0.01% 704
2024
Q4
$64.6K Sell
11,754
-410
-3% -$2.26K ﹤0.01% 699
2024
Q3
$68.6K Buy
+12,164
New +$68.6K ﹤0.01% 705