Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-557
Closed -$264K 1622
2024
Q4
$264K Buy
+557
New +$264K 0.01% 963
2024
Q3
Hold
0
2242
2024
Q2
Hold
0
2136
2024
Q1
Hold
0
2133
2023
Q4
Sell
-1,196
Closed -$452K 2097
2023
Q3
$452K Buy
+1,196
New +$452K ﹤0.01% 826