Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,687
Closed -$294K 1125
2024
Q4
$294K Sell
4,687
-67
-1% -$4.2K 0.01% 811
2024
Q3
$294K Sell
4,754
-416
-8% -$25.7K 0.01% 730
2024
Q2
$323K Buy
+5,170
New +$323K 0.01% 655