Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-428
Closed -$270K 279
2024
Q4
$270K Sell
428
-33
-7% -$20.8K 0.09% 229
2024
Q3
$357K Buy
461
+44
+11% +$34.1K 0.12% 177
2024
Q2
$344K Buy
417
+91
+28% +$75K 0.13% 162
2024
Q1
$228K Buy
+326
New +$228K 0.09% 229