Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$59.9K Sell
1,585
-6,282
-80% -$237K ﹤0.01% 617
2024
Q4
$364K Sell
7,867
-238,303
-97% -$11M 0.01% 324
2024
Q3
$13M Sell
246,170
-170,280
-41% -$9.01M 0.22% 72
2024
Q2
$22.8M Buy
416,450
+37,110
+10% +$2.04M 0.41% 54
2024
Q1
$24.4M Buy
+379,340
New +$24.4M 0.45% 55