Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,724
Closed -$314K 82
2024
Q4
$314K Buy
2,724
+119
+5% +$13.7K 0.03% 77
2024
Q3
$309K Buy
2,605
+440
+20% +$52.2K 0.03% 79
2024
Q2
$299K Buy
+2,165
New +$299K 0.03% 76