Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$762 Hold
12
﹤0.01% 342
2024
Q4
$909 Buy
+12
New +$909 ﹤0.01% 341
2024
Q3
Sell
-822
Closed -$62K 418
2024
Q2
$62K Sell
822
-856
-51% -$64.5K 0.01% 186
2024
Q1
$158K Buy
1,678
+63
+4% +$5.92K 0.02% 140
2023
Q4
$175K Buy
+1,615
New +$175K 0.02% 135