Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-12,614
Closed -$99.3K 911
2024
Q4
$99.3K Sell
12,614
-5,843
-32% -$46K 0.04% 669
2024
Q3
$231K Buy
+18,457
New +$231K 0.13% 381
2024
Q2
Sell
-8,791
Closed -$58.5K 1488
2024
Q1
$58.5K Buy
+8,791
New +$58.5K 0.05% 683