Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,638
Closed -$389K 1808
2024
Q4
$389K Buy
1,638
+81
+5% +$19.3K ﹤0.01% 1467
2024
Q3
$407K Buy
1,557
+114
+8% +$29.8K ﹤0.01% 1445
2024
Q2
$323K Buy
+1,443
New +$323K ﹤0.01% 1478