Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,531
Closed -$213K 152
2024
Q4
$213K Buy
3,531
+679
+24% +$41K 0.11% 101
2024
Q3
$214K Buy
+2,852
New +$214K 0.12% 100
2024
Q1
Sell
-3,411
Closed -$210K 121
2023
Q4
$210K Buy
+3,411
New +$210K 0.14% 92