Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-937
Closed -$231K 923
2024
Q4
$231K Buy
+937
New +$231K 0.1% 519
2024
Q2
Sell
-26
Closed -$5.07K 1532
2024
Q1
$5.07K Buy
26
+9
+53% +$1.76K ﹤0.01% 1298
2023
Q4
$2.63K Buy
+17
New +$2.63K ﹤0.01% 1262