Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-29,575
Closed -$90.8K 1108
2024
Q4
$90.8K Sell
29,575
-4,640
-14% -$14.2K ﹤0.01% 1076
2024
Q3
$145K Buy
34,215
+8,198
+32% +$34.8K 0.01% 1087
2024
Q2
$105K Buy
+26,017
New +$105K ﹤0.01% 1044