Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,411
Closed -$561K 387
2024
Q4
$561K Buy
2,411
+461
+24% +$107K ﹤0.01% 206
2024
Q3
$527K Buy
+1,950
New +$527K 0.02% 196
2024
Q2
Sell
-6,343
Closed -$2.27M 348
2024
Q1
$2.27M Buy
+6,343
New +$2.27M 0.11% 97