Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-26,281
Closed -$1.12M 1589
2024
Q4
$1.12M Buy
26,281
+23,749
+938% +$1.01M 0.11% 198
2024
Q3
$53.7K Sell
2,532
-37,415
-94% -$794K 0.01% 791
2024
Q2
$804K Buy
39,947
+34,252
+601% +$689K 0.09% 202
2024
Q1
$113K Buy
+5,695
New +$113K 0.03% 517
2023
Q1
Sell
-747
Closed -$7K 801
2022
Q4
$7K Buy
+747
New +$7K 0.01% 377