Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1122
2025
Q1
Hold
0
1092
2024
Q2
Sell
-1,072
Closed -$122K 1026
2024
Q1
$122K Buy
+1,072
New +$122K ﹤0.01% 552