Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-25,145
Closed -$2.33M 158
2024
Q4
$2.33M Sell
25,145
-15,351
-38% -$1.42M 0.04% 98
2024
Q3
$3.76M Buy
40,496
+3,687
+10% +$342K 0.06% 96
2024
Q2
$2.76M Sell
36,809
-6,702
-15% -$503K 0.05% 98
2024
Q1
$3.75M Buy
43,511
+7,200
+20% +$621K 0.06% 80
2023
Q4
$2.51M Buy
36,311
+15,085
+71% +$1.04M 0.04% 97
2023
Q3
$1.16M Buy
+21,226
New +$1.16M 0.02% 120