Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,022
Closed -$244K 1212
2024
Q4
$244K Sell
5,022
-1,188
-19% -$57.7K ﹤0.01% 881
2024
Q3
$409K Buy
6,210
+561
+10% +$37K ﹤0.01% 652
2024
Q2
$325K Buy
5,649
+208
+4% +$12K ﹤0.01% 677
2024
Q1
$347K Buy
+5,441
New +$347K ﹤0.01% 608