Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$75.3K Buy
+8,000
New +$75.3K 0.01% 839
2025
Q1
Sell
-8,000
Closed -$74.7K 1797
2024
Q4
$74.7K Hold
8,000
0.01% 838
2024
Q3
$90.6K Hold
8,000
0.01% 789
2024
Q2
$78.2K Buy
8,000
+3,000
+60% +$29.3K 0.01% 793
2024
Q1
$47.6K Hold
5,000
0.01% 883
2023
Q4
$48.2K Hold
5,000
0.01% 822
2023
Q3
$45.8K Buy
+5,000
New +$45.8K 0.01% 826