Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,271
Closed -$86.2K 1225
2024
Q4
$86.2K Buy
4,271
+825
+24% +$16.6K ﹤0.01% 254
2024
Q3
$68.1K Buy
+3,446
New +$68.1K ﹤0.01% 239
2021
Q2
Sell
-178,501
Closed -$2.09M 403
2021
Q1
$2.09M Buy
+178,501
New +$2.09M ﹤0.01% 48