Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,142
Closed -$261K 3541
2024
Q4
$261K Buy
+4,142
New +$261K ﹤0.01% 2771
2024
Q3
Sell
-3,801
Closed -$307K 3218
2024
Q2
$307K Buy
3,801
+260
+7% +$21K ﹤0.01% 2316
2024
Q1
$269K Buy
3,541
+193
+6% +$14.6K ﹤0.01% 2332
2023
Q4
$233K Buy
+3,348
New +$233K ﹤0.01% 2288
2017
Q2
Sell
-180
Closed -$2K 4543
2017
Q1
$2K Buy
+180
New +$2K ﹤0.01% 4194