Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,544
Closed -$248K 975
2024
Q4
$248K Sell
3,544
-47
-1% -$3.28K ﹤0.01% 819
2024
Q3
$249K Buy
+3,591
New +$249K ﹤0.01% 777