Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,253
Closed -$258K 669
2024
Q4
$258K Sell
1,253
-6,628
-84% -$1.37M 0.06% 506
2024
Q3
$1.39M Buy
7,881
+3,730
+90% +$657K 0.34% 61
2024
Q2
$676K Buy
+4,151
New +$676K 0.19% 206
2023
Q1
Sell
-3,499
Closed -$323K 492
2022
Q4
$323K Buy
+3,499
New +$323K 0.17% 268