Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,631
Closed -$262K 853
2024
Q4
$262K Sell
2,631
-1,755
-40% -$175K 0.11% 454
2024
Q3
$498K Buy
4,386
+3,575
+441% +$406K 0.28% 46
2024
Q2
$100K Buy
+811
New +$100K 0.15% 319