Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-528
Closed -$17.3K 1501
2025
Q1
$17.3K Sell
528
-296
-36% -$9.72K 0.02% 501
2024
Q4
$30.1K Buy
+824
New +$30.1K 0.03% 376