Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,000
Closed -$488K 258
2024
Q4
$488K Hold
1,000
0.17% 109
2024
Q3
$505K Hold
1,000
0.17% 104
2024
Q2
$430K Sell
1,000
-300
-23% -$129K 0.16% 113
2024
Q1
$492K Buy
+1,300
New +$492K 0.21% 86