Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,269
Closed -$210K 54
2024
Q4
$210K Sell
2,269
-36
-2% -$3.33K 0.46% 49
2024
Q3
$214K Buy
+2,305
New +$214K 0.48% 44
2024
Q2
Sell
-2,345
Closed -$202K 44
2024
Q1
$202K Buy
+2,345
New +$202K 0.58% 43