Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,544
Closed -$1.06M 352
2024
Q4
$1.06M Buy
4,544
+2,193
+93% +$514K 0.79% 26
2024
Q3
$600K Buy
+2,351
New +$600K 0.34% 103
2024
Q1
Sell
-9,238
Closed -$1.83M 272
2023
Q4
$1.83M Buy
9,238
+7,450
+417% +$1.48M 1.31% 14
2023
Q3
$303K Buy
+1,788
New +$303K 0.19% 170