Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,538
Closed -$1.76M 379
2024
Q4
$1.76M Buy
+2,538
New +$1.76M 0.26% 50
2024
Q3
Sell
-399
Closed -$408K 373
2024
Q2
$408K Buy
399
+41
+11% +$41.9K 0.07% 179
2024
Q1
$347K Buy
+358
New +$347K 0.06% 172