Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,115
Closed -$138K 430
2024
Q4
$138K Buy
1,115
+594
+114% +$73.3K 0.01% 459
2024
Q3
$74.5K Buy
521
+171
+49% +$24.5K 0.01% 426
2024
Q2
$57.3K Buy
+350
New +$57.3K 0.01% 404