Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-25,071
Closed -$1.65M 120
2024
Q4
$1.65M Buy
25,071
+359
+1% +$23.6K 0.3% 48
2024
Q3
$2.12M Sell
24,712
-670
-3% -$57.4K 0.4% 46
2024
Q2
$1.78M Sell
25,382
-22,372
-47% -$1.57M 0.36% 54
2024
Q1
$3.38M Sell
47,754
-9,360
-16% -$663K 0.69% 42
2023
Q4
$3.57M Buy
57,114
+228
+0.4% +$14.2K 0.8% 42
2023
Q3
$2.63M Buy
+56,886
New +$2.63M 0.67% 50