Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-17,338
Closed -$3.41M 318
2024
Q4
$3.41M Sell
17,338
-401
-2% -$78.9K 0.48% 108
2024
Q3
$3.58M Buy
17,739
+31
+0.2% +$6.26K 0.54% 98
2024
Q2
$2.96M Sell
17,708
-6,064
-26% -$1.01M 0.48% 114
2024
Q1
$3.8M Buy
23,772
+361
+2% +$57.6K 0.59% 82
2023
Q4
$3.39M Buy
+23,411
New +$3.39M 0.6% 85
2023
Q3
Sell
-14,962
Closed -$1.62M 344
2023
Q2
$1.62M Buy
+14,962
New +$1.62M 0.3% 162