Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-9,131
Closed -$639K 1018
2024
Q4
$639K Buy
+9,131
New +$639K 0.03% 644
2024
Q3
Sell
-8,907
Closed -$1.03M 1037
2024
Q2
$1.03M Sell
8,907
-23,972
-73% -$2.78M 0.05% 515
2024
Q1
$3.78M Buy
+32,879
New +$3.78M 0.19% 179