Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
72
2024
Q4
Hold
0
84
2024
Q3
Hold
0
95
2024
Q2
Sell
-5,500
Closed -$517K 102
2024
Q1
$517K Buy
+5,500
New +$517K 0.36% 66
2023
Q3
Sell
-10,000
Closed -$1.1M 48
2023
Q2
$1.1M Buy
+10,000
New +$1.1M 0.62% 40