Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,682
Closed -$224K 225
2024
Q4
$224K Buy
1,682
+85
+5% +$11.3K 0.02% 183
2024
Q3
$217K Buy
+1,597
New +$217K 0.02% 184