Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-20,718
Closed -$94.5K 487
2024
Q4
$94.5K Buy
+20,718
New +$94.5K 0.01% 422
2024
Q3
Sell
-11,715
Closed -$89.2K 447
2024
Q2
$89.2K Buy
11,715
+1,601
+16% +$12.2K 0.01% 376
2024
Q1
$79K Buy
+10,114
New +$79K 0.01% 383