Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,951
Closed -$477K 983
2024
Q4
$477K Buy
11,951
+4,387
+58% +$175K 0.2% 125
2024
Q3
$328K Buy
+7,564
New +$328K 0.19% 210
2024
Q1
Sell
-1,600
Closed -$86.2K 1804
2023
Q4
$86.2K Buy
+1,600
New +$86.2K 0.08% 453