Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-27,874
Closed -$2.48M 656
2024
Q4
$2.48M Sell
27,874
-10,364
-27% -$924K 0.01% 402
2024
Q3
$3.34M Buy
38,238
+5,223
+16% +$457K 0.02% 342
2024
Q2
$2.35M Buy
+33,015
New +$2.35M 0.01% 403