Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,654
Closed -$204K 240
2024
Q4
$204K Buy
1,654
+33
+2% +$4.07K 0.01% 221
2024
Q3
$232K Buy
1,621
+566
+54% +$80.9K 0.01% 197
2024
Q2
$173K Buy
+1,055
New +$173K 0.01% 208