Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,143
Closed -$1.11M 264
2024
Q4
$1.11M Hold
10,143
0.19% 100
2024
Q3
$1.47M Sell
10,143
-33
-0.3% -$4.78K 0.26% 92
2024
Q2
$1.49M Buy
10,176
+8,395
+471% +$1.23M 0.27% 90
2024
Q1
$256K Buy
+1,781
New +$256K 0.05% 216
2023
Q2
Sell
-7,394
Closed -$864K 280
2023
Q1
$864K Buy
+7,394
New +$864K 0.2% 81