Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,962
Closed -$226K 261
2024
Q4
$226K Sell
1,962
-367
-16% -$42.3K 0.05% 226
2024
Q3
$276K Buy
2,329
+210
+10% +$24.9K 0.1% 104
2024
Q2
$292K Buy
+2,119
New +$292K 0.12% 95