Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-9,305
Closed -$1.15M 1633
2024
Q4
$1.15M Sell
9,305
-5,578
-37% -$688K 0.09% 318
2024
Q3
$2.13M Buy
14,883
+876
+6% +$125K 0.16% 109
2024
Q2
$2.29M Buy
+14,007
New +$2.29M 0.16% 104