Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-32,014
Closed -$1.04M 167
2024
Q4
$1.04M Sell
32,014
-2,341
-7% -$76.4K 0.17% 112
2024
Q3
$1.23M Buy
34,355
+310
+0.9% +$11.1K 0.19% 107
2024
Q2
$1.19M Sell
34,045
-249
-0.7% -$8.72K 0.19% 103
2024
Q1
$1.04M Sell
34,294
-419
-1% -$12.7K 0.16% 105
2023
Q4
$1.04M Buy
+34,713
New +$1.04M 0.17% 100