Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,974
Closed -$368K 69
2024
Q4
$368K Hold
4,974
0.14% 47
2024
Q3
$406K Buy
4,974
+20
+0.4% +$1.63K 0.16% 43
2024
Q2
$374K Hold
4,954
0.16% 46
2024
Q1
$461K Hold
4,954
0.22% 31
2023
Q4
$520K Buy
+4,954
New +$520K 0.25% 31