Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,245
Closed -$331K 1127
2024
Q4
$331K Hold
3,245
﹤0.01% 834
2024
Q3
$363K Sell
3,245
-649
-17% -$72.6K ﹤0.01% 795
2024
Q2
$372K Sell
3,894
-16
-0.4% -$1.53K ﹤0.01% 679
2024
Q1
$347K Buy
+3,910
New +$347K ﹤0.01% 849