Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,300
Closed -$265K 458
2024
Q4
$265K Sell
2,300
-533
-19% -$61.4K 0.05% 361
2024
Q3
$336K Buy
2,833
+1,149
+68% +$136K 0.05% 375
2024
Q2
$232K Buy
+1,684
New +$232K 0.04% 456