Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-15,654
Closed -$109K 647
2024
Q4
$109K Sell
15,654
-10,560
-40% -$73.5K ﹤0.01% 655
2024
Q3
$246K Buy
26,214
+3,636
+16% +$34.1K 0.01% 589
2024
Q2
$226K Buy
22,578
+4,340
+24% +$43.5K 0.01% 581
2024
Q1
$218K Buy
18,238
+7,730
+74% +$92.5K 0.01% 577
2023
Q4
$131K Buy
+10,508
New +$131K 0.01% 587