Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-641
Closed -$8.25K 1031
2024
Q4
$8.25K Sell
641
-143
-18% -$1.84K ﹤0.01% 634
2024
Q3
$15.7K Buy
+784
New +$15.7K ﹤0.01% 523