Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-9,567
Closed -$1.05M 859
2024
Q4
$1.05M Buy
9,567
+574
+6% +$62.9K 0.07% 315
2024
Q3
$1.3M Buy
8,993
+25
+0.3% +$3.62K 0.08% 257
2024
Q2
$1.31M Buy
8,968
+540
+6% +$78.8K 0.15% 171
2024
Q1
$1.21M Sell
8,428
-12,556
-60% -$1.81M 0.13% 193
2023
Q4
$1.96M Buy
20,984
+237
+1% +$22.1K 0.22% 134
2023
Q3
$1.83M Buy
+20,747
New +$1.83M 0.21% 127