Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,638
Closed -$1.36M 93
2024
Q4
$1.36M Sell
6,638
-46
-0.7% -$9.43K 0.34% 66
2024
Q3
$1.11M Buy
6,684
+37
+0.6% +$6.16K 0.3% 68
2024
Q2
$951K Buy
+6,647
New +$951K 0.28% 68