Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$40K Sell
84
-248
-75% -$118K 0.01% 319
2025
Q1
$122K Hold
332
0.05% 229
2024
Q4
$134K Hold
332
0.05% 217
2024
Q3
$168K Hold
332
0.07% 198
2024
Q2
$143K Buy
+332
New +$143K 0.06% 221
2024
Q1
Sell
-675
Closed -$219K 369
2023
Q4
$219K Buy
+675
New +$219K 0.09% 170