Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-277
Closed -$261K 250
2024
Q4
$261K Sell
277
-1,072
-79% -$1.01M 0.01% 207
2024
Q3
$1.2M Buy
+1,349
New +$1.2M 0.05% 125
2020
Q2
Sell
-350
Closed -$219K 297
2020
Q1
$219K Buy
+350
New +$219K 0.02% 272