Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$83K Sell
1,148
-28,395
-96% -$2.05M 0.31% 40
2024
Q4
$1.78M Sell
29,543
-80,412
-73% -$4.85M 0.34% 39
2024
Q3
$8.26M Buy
109,955
+172
+0.2% +$12.9K 1.62% 31
2024
Q2
$7.98M Buy
+109,783
New +$7.98M 1.62% 29