Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,064
Closed -$312K 487
2024
Q4
$312K Sell
4,064
-8,871
-69% -$680K 0.04% 307
2024
Q3
$1.08M Buy
+12,935
New +$1.08M 0.13% 204
2024
Q2
Sell
-22,217
Closed -$1.55M 352
2024
Q1
$1.55M Hold
22,217
0.13% 191
2023
Q4
$1.23M Buy
+22,217
New +$1.23M 0.11% 224