Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,397
Closed -$1.19M 450
2024
Q4
$1.19M Buy
5,397
+3,255
+152% +$715K 0.02% 286
2024
Q3
$474K Sell
2,142
-1,596
-43% -$353K 0.01% 386
2024
Q2
$646K Buy
3,738
+264
+8% +$45.6K 0.01% 331
2024
Q1
$663K Buy
+3,474
New +$663K 0.01% 344