Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,592
Closed -$215K 206
2024
Q4
$215K Buy
6,592
+16
+0.2% +$522 0.07% 196
2024
Q3
$236K Buy
6,576
+55
+0.8% +$1.97K 0.08% 179
2024
Q2
$228K Buy
+6,521
New +$228K 0.08% 169