Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-349
Closed -$63.8K 1784
2025
Q1
$63.8K Buy
+349
New +$63.8K 0.01% 683
2024
Q3
Sell
-555
Closed -$60.4K 1715
2024
Q2
$60.4K Buy
+555
New +$60.4K 0.02% 539