Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,076
Closed -$232K 921
2024
Q4
$232K Sell
2,076
-1,293
-38% -$145K 0.1% 518
2024
Q3
$469K Buy
+3,369
New +$469K 0.27% 69
2024
Q2
Sell
-562
Closed -$73.3K 1530
2024
Q1
$73.3K Buy
562
+531
+1,713% +$69.2K 0.07% 577
2023
Q4
$3.85K Buy
+31
New +$3.85K ﹤0.01% 1239