Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-19,136
Closed -$3.77M 128
2024
Q4
$3.77M Sell
19,136
-11,404
-37% -$2.24M 0.68% 86
2024
Q3
$6.17M Buy
30,540
+138
+0.5% +$27.9K 1.24% 21
2024
Q2
$5.09M Buy
30,402
+1
+0% +$167 1.14% 38
2024
Q1
$4.85M Sell
30,401
-2
-0% -$319 1.12% 44
2023
Q4
$4.4M Buy
+30,403
New +$4.4M 1.06% 36
2023
Q3
Sell
-33,845
Closed -$3.67M 122
2023
Q2
$3.67M Buy
+33,845
New +$3.67M 1.08% 64