Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,268
Closed -$385K 665
2024
Q4
$385K Buy
+3,268
New +$385K ﹤0.01% 601
2024
Q1
Sell
-14,840
Closed -$1.1M 678
2023
Q4
$1.1M Sell
14,840
-4,988
-25% -$368K 0.01% 624
2023
Q3
$1.13M Buy
+19,828
New +$1.13M 0.01% 589