Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-45,986
Closed -$2.02M 547
2024
Q4
$2.02M Sell
45,986
-38,386
-45% -$1.68M 0.25% 128
2024
Q3
$3.63M Buy
84,372
+146
+0.2% +$6.29K 0.38% 86
2024
Q2
$3.81M Buy
84,226
+74,286
+747% +$3.36M 0.38% 84
2024
Q1
$621K Buy
+9,940
New +$621K 0.08% 294