Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-75,631
Closed -$2.56M 904
2024
Q4
$2.56M Buy
75,631
+62,132
+460% +$2.1M 0.26% 103
2024
Q3
$648K Buy
13,499
+332
+3% +$15.9K 0.07% 364
2024
Q2
$621K Buy
+13,167
New +$621K 0.07% 348