Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-9,905
Closed -$226K 96
2024
Q4
$226K Buy
9,905
+7
+0.1% +$159 0.18% 79
2024
Q3
$218K Buy
+9,898
New +$218K 0.17% 87