Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-822
Closed -$231K 248
2024
Q4
$231K Buy
822
+7
+0.9% +$1.97K 0.02% 216
2024
Q3
$223K Hold
815
0.02% 211
2024
Q2
$244K Hold
815
0.02% 183
2024
Q1
$236K Buy
815
+1
+0.1% +$290 0.02% 223
2023
Q4
$206K Buy
+814
New +$206K 0.02% 173