Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,148
Closed -$204K 59
2024
Q4
$204K Buy
1,148
+3
+0.3% +$533 0.06% 68
2024
Q3
$226K Buy
+1,145
New +$226K 0.07% 53