Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,732
Closed -$228K 96
2024
Q4
$228K Buy
1,732
+1
+0.1% +$131 0.12% 104
2024
Q3
$220K Buy
1,731
+299
+21% +$37.9K 0.13% 89
2024
Q2
$217K Buy
+1,432
New +$217K 0.13% 84