Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-26,649
Closed -$1.39M 320
2024
Q4
$1.39M Sell
26,649
-1,376
-5% -$72K 0.03% 182
2024
Q3
$1.52M Sell
28,025
-4,216
-13% -$229K 0.04% 187
2024
Q2
$1.66M Buy
32,241
+7,253
+29% +$373K 0.05% 171
2024
Q1
$1.24M Buy
+24,988
New +$1.24M 0.04% 191
2023
Q3
Sell
-4,175
Closed -$211K 275
2023
Q2
$211K Buy
+4,175
New +$211K 0.01% 304