Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,900
Closed -$222K 133
2024
Q4
$222K Buy
2,900
+75
+3% +$5.73K 0.12% 90
2024
Q3
$221K Sell
2,825
-5,836
-67% -$456K 0.12% 91
2024
Q2
$618K Buy
8,661
+85
+1% +$6.07K 0.35% 54
2024
Q1
$696K Buy
+8,576
New +$696K 0.39% 53