Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4
Closed -$1.82K 309
2024
Q4
$1.82K Hold
4
﹤0.01% 649
2024
Q3
$2.01K Sell
4
-3,351
-100% -$1.68M ﹤0.01% 645
2024
Q2
$1.22M Sell
3,355
-2,307
-41% -$842K 0.88% 31
2024
Q1
$1.98M Buy
5,662
+1,075
+23% +$376K 1.48% 7
2023
Q4
$988K Buy
+4,587
New +$988K 0.81% 34