Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-714
Closed -$237K 280
2024
Q4
$237K Buy
714
+9
+1% +$2.99K 0.06% 225
2024
Q3
$234K Buy
705
+3
+0.4% +$994 0.06% 245
2024
Q2
$220K Sell
702
-53
-7% -$16.6K 0.06% 240
2024
Q1
$236K Buy
+755
New +$236K 0.07% 231