Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,639
Closed -$289K 724
2024
Q4
$289K Sell
2,639
-17
-0.6% -$1.86K 0.12% 390
2024
Q3
$385K Buy
2,656
+2,234
+529% +$324K 0.22% 144
2024
Q2
$61.6K Buy
+422
New +$61.6K 0.09% 488