Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,072
Closed -$33K 237
2024
Q4
$33K Sell
5,072
-28
-0.5% -$182 0.01% 185
2024
Q3
$39.2K Buy
+5,100
New +$39.2K 0.01% 211
2024
Q2
Sell
-33,607
Closed -$235K 290
2024
Q1
$235K Sell
33,607
-16,393
-33% -$115K 0.05% 105
2023
Q4
$360K Buy
+50,000
New +$360K 0.13% 63